Chloe Briel, CFP®, ADPA®, Senior Advanced Planning Manager at Wealth Enhancement was featured in WSJ Buyside’s article, “Financial Advisor vs. Financial Planner: What You Need to Know”
“At the end of the day, you want to ensure this person is qualified, overseen by a regulating body, willing and able to share exactly how and when they get paid and a good fit personality-wise,” said Chloe Briel, a CFP and senior advanced planning manager at Wealth Enhancement Group.
Access the full article here: Financial Advisor vs. Financial Planner
