FinancialAdvisors.com
AuthenticatedBusiness and Investment

Address 302 N. El Camino Real, Suite 200, San Clemente, CA, United States 92672

Phone(888) 689-9650

Email ID info@financialadvisors.com

Get Direction

  • Save

Services Offered Verified By Business

Learn About Types of Financial Planners and Their Credentials

It is important to look at the credentials of the financial planner. Depending on the organization a planner works for, it can be easy to get credentials by just paying a fee. This can make a person look like an expert when they really are not an expert. You want someone who has their Personal Financial Specialist or Certified Financial Planner designation.

Business on Google Map