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Retrieved on: 2024-06-27 20:21:32
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Summary
The article discusses the role of financial consultants in offering expert advice to high-net-worth clients and compares them with related professionals like financial advisors and planners. It highlights the importance of certifications such as ChFC, CFP, and CPA, which align with tags like 'Professional certification in finance' and 'Chartered Financial Planner.'
Article found on: www.usatoday.com
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