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Here are four reasons to work with a CFP®. 1. An advisor who has acquired this designation agrees to adhere to the CFP® Board's code of ethics and meet their experience and education requirements. At McBride Financial Services, Inc., we have both CFP® and CPA designations.What is an independent registered investment advisor?
Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products.