certified financial planner (cfp)

What Qualifications Should You Look for in a CFP?

When hiring a CFP, it's essential to ensure they have the right qualifications and experience. Here are some key factors to consider:
Certification: Ensure they are certified by a recognized body such as the CFP Board.
Experience: Look for a CFP with experience in business finance and entrepreneurship.
References: Ask for references or testimonials from other entrepreneurs they have worked with.
Specialization: Some CFPs specialize in specific areas such as tax planning or investment management. Choose one whose expertise aligns with your needs.

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