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Financial Advisor Hub

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About Financial Advisors

  • Through a series of special reports listed in the tabs above, the FA Hub provides investors with straightforward, informative and relevant content that will make investment plans and strategies more transparent and easier to understand.

 

  • CNBC's Senior Editor at Large, focusing on financial advisors and their investor clients' long-term planning. Follow him on Twitter @jimpavia.

Financial Advisor Council

  • Diahann Lassus

    President, chief investment officer and co-founder Lassus Wherley.

  • Tim Maurer

    Speaker and author Tim Maurer is a wealth advisor and director of personal finance for Buckingham and the BAM Alliance.

  • Carolyn McClanahan

    Founder, director of financial planning, Life Planning Partners

Latest Special Reports

Financial Advisors