Alphabet Soup: Financial Advisor Designations

Not all advisors are created equal. Some of us invest deeply in professional designations and continuing education to bring the most value and expertise to the clients we serve.

New + Noteworthy, FoundationDeb MeyerMarch 3, 2022WorthyNest LLCfinancial advisor, financial planner, designations, professional designations, CFP, Certified Financial Planner, CPA, Certified Public Accountant, CEPA, Certified Exit Planning Advisor, personal finance, exit planning, accountantComment

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