
424. How to Build a Flexible Financial Plan with Eric and Kali Roberge
Earn & Invest
00:00
How I Tripped Into the Financial Advice Industry
CFPs are held to a fiduciary standard by registration. So I can be as objective and forthcoming as possible in this place, he says. "I like to joke that I kind of tripped into it," the CFP adds about his own career path.
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