5 Things to Consider While Selecting a Financial Planner


Unlike someone calling himself a CPA or a physician, just about anyone can call himself a «financial planner» or a «financial advisor» regardless of their educational background and professional experience. Moreover, not all of them are unbiased in their advice and not all of them always act in their clients’ best interests. To ensure your financial planner is well-qualified in personal finances and impartial in his advice, consider the following five things.

Dejar respuesta

Please enter your comment!
Please enter your name here