Certified Financial Professional (CFP)

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An experienced investment professional that helps individuals manage their finances by providing guidance on common financial topics such as taxes, saving for college tuition, insurance policies, and so on, depending on the requests and needs of the client. Such financial planners also assist corporations meet their long-term financial goals by analyzing their client's status and by setting up programs to achieve their client's goals within a specific period of time. For example, a Certified Financial Professional or CFP could assist an individual or a corporation with tax planning, risk management, retirement and/or estate planning.


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