As featured in The Wall Street Journal, Money Magazine, and more!

Posts tagged as:

planners

   

Is a CFP Certification Necessary When Choosing a Planner?

by Flexo on May 9, 2008. Financial Advice and Advisers 6 comments.

I like the new columns from Money Magazine featuring “The Mole,” an undercover financial planner. Like me, The Mole prefers to write anonymously to protect his or her identity. While my reasons for doing so pertain more with my desire to post sensitive personal information, The Mole maintains incognito status because he tends ... Continue reading this article…

{ 6 comments }