Posts by Sean Preston, CFA
Post Archive
What are those letters after my financial advisor’s name?
You’ve surely noticed the letters and initials following your advisor’s name and wondered what all those financial advisor certifications mean. With over 100 designations to choose from, you might be asking yourself why you should care if your advisor is a CFP®, CIMA®, CFA, CPA, PFS, ChFC, CLU, CPWA, EA, AIF, or anything else. To mock…
Read More