Certified Financial Planner Board of Standards Inc.
09/22/2025 | Press release | Archived content
These Are the Red Flags to Watch Out for When Picking a Financial Advisor, Experts Say
Warning signs to watch for when choosing a financial advisor include a lack of credentials, unclear fees, poor personal connection and pushing products before planning. Experts explain that holding CFP® certification represents an adherence to a fiduciary standard, and clients can use CFP Board's website to verify an advisor's background.
CNBCJessica Dickler September 22, 2025
Certified Financial Planner Board of Standards Inc. published this content on September 22, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on October 03, 2025 at 15:59 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]