Find A Financial Planner

Learn About Types of Financial Planners and Their Credentials


It is important to look at the credentials of the financial planner. Depending on the organization a planner works for, it can be easy to get credentials by just paying a fee. This can make a person look like an expert when they really are not an expert. You want someone who has their Personal Financial Specialist or Certified Financial Planner designation.

Address: 302 N. El Camino Real, Suite 200, San Clemente, CA, United States, 92672

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