Jun 2, 2021
Finding the Right Advisor in a Sea of 300,000
There are more than 300,000 “financial advisors and planners” in the U.S. 80% of them are men and their average age is 58. The title financial planner or financial advisor is used to describe anyone from an insurance agent to a stockbroker to an investment advisor to a Certified Financial Planner (CFP). And there is no shortage of certifications and acronyms on advisor business cards. No wonder people are confused when trying to decipher who they should get financial or retirement advice from. In this episode we'll talk about all the various designation and what to look for when trying to find the right advisor for you.