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Posts by Sean Preston, CFA

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What are those letters after my financial advisor’s name?

What do those financial advisor certifications mean?

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…

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