Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.
If you don’t mind doing a little research, several organizations offer free databases you can use to find financial advisors.
These include the CFP (certified financial planner), the PFS (personal financial specialist) and the CFA (chartered financial analyst). Planners with these designations at least have a proven ...
Finding a good independent financial ... advisor's answers are vague, or they seem unwilling to discuss fees or conflicts of interest, it may be a sign to continue your search. The goal is to ...
The Leavey School of Business, in partnership with Dalton Education, offers both self study and instructor-led online courses that fulfill the CERTIFIED FINANCIAL PLANNERâ„¢ certification education ...
The site provides a database of certified financial planners across the country and has useful information about retirement planning. Below, you'll find additional state-specific information on ...
These include the CFP (certified financial planner), the PFS (personal financial ... look up that designation on the Web. Find out how difficult it is to obtain. If it looks easy, yet the planner ...
From debt repayment to retirement planning and investment strategies, a certified financial planner can educate you on how to reach your financial goals over time and help you take steps to ...