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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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