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How do you choose a financial advisor?

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Mar 29, 2019 6:50 am

Choosing the right financial advisor is vitally important to your financial well-being.

May 1, 2019 9:10 am

It’s sufficient to go with a certified Financial Planner (CFP), which is an immediate signal of credibility – but not a guarantee of same. To start, ask people like you if they can recommend a planner. If you have kids, ask a colleague who also has children. If you’re single and just out of college, check with a friend in the same boat. If possible, you want to find a planner with successful experience advising clients in the same stage of life as you.

May 29, 2019 2:55 am

I don’t have own experiences, but maybe this suggestion published by WORLD FINANCIAL PLANNING DAY willl help: