By Kayleigh Kulp
May 31, 2019

MANY TITLES EXIST FOR people who claim to be qualified to help you create a solid financial future – think investment advisor, financial planner or wealth advisor, to name a few.

So deciding what type of advisor is best for you can be confusing, especially when the industry doesn’t have a standardized or widely accepted definition of such titles, says Dimitri P. Eliopoulos, certified financial planner and managing director at RMB Capital in Chicago…

Choose an advisor with the appropriate credentials and set of skills. If you have a lot of debt, for example, you may need financial counseling more than investment management, says Aliredha Walji, vice president for the U.S. at ShariaPortfolio.

Excerpt from U.S. News & World Report Article, May 31, 2019

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