What type of professional do you actually need? A financial advisor? An accountant? A financial planner? An investment advisor? A wealth manager?

Beyond identifying what TYPE of professional you need lies the ultimate question of: How do you know who to trust?

This guide will help explain the key characteristics and key differences between financial advisors and financial planners.

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Eric Amzalag, CFP®, RICP®

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Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice.

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