FAQ

Frequently Asked Questions

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Frequently Asked Questions   What is the importance of working with a certified financial planner vs. someone else?   The term “financial planner” is used by many financial professionals. You should ask any planner what qualifies him or her to offer financial planning advice. A CERTIFIED FINANCIAL PLANNER™ must have passed a rigorous CFP certification process that includes significant education and experience requirements, as well as pass a comprehensive exam that tests their personal financial planning knowledge and skills. Additionally, CFP registrants...

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer Member FINRA/SIPC and Investment Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor.  Trilogy Wealth Advisors and Cambridge Investment Research, Inc. are not affiliated companies.

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