It is important to check the licenses and credentials of any financial advisor because anyone can call themselves a financial planner. Unfortunately, theres no minimum amount of experience or education required. Furthermore, even financial planners that, on paper, have lots of credentials and an impressive educational background may have conflicts of interest. Thats why Ive chosen to be Fee-Only.
Below is a listing of credentials and affiliations of Bret Elliott, CFP® and Elliott Financial.
State of Colorado Division of Securities
Investment Advisor Registration