Aside from asking friends and family for referrals, professional organizations like the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA) can help you find an advisor. When choosing a financial advisor, it's important to ask if they have any FINRA licenses or official credentials. Certified Financial Planner® (CFP®), chartered financial analyst (CFA), chartered financial consultant (ChFC), and registered investment advisor (RIA) are good indicators of an advisor's qualifications.
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A good financial adviser will assess a client’s goals and tolerance for risk before suggesting investment options.
радник з фінансових питань; консультант з інвестицій; спеціаліст з кон'юнктури фінансового ринку (в інвестиційному банку); співробітник банку, який працює з населенням