When choosing your financial team it is important to understand the differences between various professional designations.
CPA (CERTIFIED PUBLIC ACCOUNTANT)
This is one of the more widely recognized certifications. These professionals are tax and accounting specialists.
CFP (CERTIFIED FINANCIAL PLANNER)
These experts can help with your overall financial strategy, including insurance, investments and retirement planning.
IA (INVESTMENT ADVISERS)
IAs are able to give advice about specific investments. An investment adviser may also be a CFP.