A financial counselor is a professional who helps individuals and families manage their personal finances by offering guidance on budgeting, debt repayment and financial goal-setting. Unlike financial ...

A certified retirement counselor can be a valuable asset in your retirement planning journey. While nearly all financial advisors can help with retirement planning, some advisors earn additional ...

Understand the role of financial counselors, what services they provide and when they may be a better fit than a traditional financial advisor Written By Written by Staff Money Writer, WSJ | Buy Side ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with this certification Written By Written by Staff Money Writer, WSJ | Buy Side ...

CFPs create customized financial plans and offer broad services such as estate and retirement planning. Choosing a CFP ensures you'll get an expert with a rigorous certification and ethical commitment ...