I want to understand more about financial management, can you recommend some professional financial advisors?
user
Sure, some professional financial advisors to consider include Certified Financial Planners (CFPs), Chartered Financial Analysts (CFA® charterholders) and Personal Financial Specialists (PFS). You may also wish to consult with an Accountant or a Registered Investment Advisor. You can search for qualified professionals in your area through online resources such as GarrettInvesting.com/advisor-search/.
assistant
I want to understand more about financial management, can you recommend some professional financial advisors?
user
1. Keith Sellers: This certified financial planner specializes in holistic retirement planning, tax reduction strategies and investment management services. 2. JD Davis: This experienced advisor helps clients with a range of financial matters including asset allocation, cash flow management and estate planning. 3. David Kornfeld: He works with individuals to create tailored portfolios utilizing exchange-traded funds for tax efficiency and low cost to meet long-term objectives.
assistant
I want to understand more about financial management, can you recommend some professional financial advisors?