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Why Many Financial Advisors Use Someone Else To Manage Their Own Money

4/21/2017

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When Pamela Capalad told her husband she wanted to hire a financial advisor, he was a bit confused. After all, she’s one herself. Yes, Capalad — a financial planner in Brooklyn — can technically manage her family’s finances: She’s a CFP, founded her firm Brunch & Budget, and has years of experience. But she also


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