‘I’m not sold on him.’ My husband loves a financial planner we interviewed; I don’t. His company has no online reviews and his fee is $45 per month. Now what?

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

CNBC's Financial Advisor 100: Best financial advisors, top firms for 2025 ranked

CNBC's Financial Advisor 100 ranks the best financial advisors and top firms for 2025. Here's how to pick the best financial ...
USA Today

What is a certified financial planner (CFP)?

A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...
Hosted on MSN

Certified financial planner (CFP): What they do and how much they cost

The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...

I’m a Financial Planner: 5 Retirement Moves You’ll Regret in 10 Years

Think you're set for retirement? A financial planner reveals 5 common mistakes that could cost you big in the next ...
CNN

Steward Partners' Keith Barberis Appointed to Certified Financial Planner Board's Disciplinary and Ethics Commission

BETHESDA, Md., April 30, 2020 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc.
South Carolina Public Radio

Financial planners express concern over high-priced US stocks

Today's guest says you might want to start looking at investing overseas where valuations are a little better.