It all started in the early 90s when a CPA and tax advisor noticed that many of their tax clients were paying too much money in high fees and commissions to their brokers, and the brokers clearly did
Why I Became a Financial Planner
Why I Became a Financial Planner By Matt Ward, CFP®, CRPC® I come from a family of financial professionals. Growing up, however, I wasn’t always sure that I would work in the field of finance and inve