What does a Certified Financial Planner (CFP) do for his clients? This info graphic provides a great visual answer.
Certified Financial Planner (CFP): Experience and Knowledge to Help Clients Succeed
About the Author: Parker Evans, CFA, CFP, CMT
Parker Evans, CFA, CFP, CMT is President of Successful Portfolios LLC, an SEC Registered Investment Advisor Firm based in Clearwater, FL. Parker helps individuals, families, and organizations plan and manage custom investment portfolios at leading brokerages including Charles Schwab, TD Ameritrade, and Interactive Brokers.