Practical Personal Finance

004 - Finding and Hiring Your First Financial Advisor ft. Paul Roldan


Listen Later

If you've never worked with a financial advisor before, finding and hiring the right one can be a daunting task. Choose correctly and you'll enter into a long-lasting, fruitful relationship. Choose incorrectly and you could be doing major damage to your financial future. In this episode, I have a conversation with Paul Roldan, a financial advisor from Orlando, Florida. Paul is a partner at AllGen Financial Advisors. Paul talks to me about what you should do before hiring a financial advisor, what questions you should ask a prospective financial advisor, and the different ways financial advisors are compensated.

AllGen Financial Advisors Website
AllGen Financial Advisors YouTube Channel

Practical Personal Finance YouTube Channel

...more
View all episodesView all episodes
Download on the App Store

Practical Personal FinanceBy Andrew Schear

  • 5
  • 5
  • 5
  • 5
  • 5

5

1 ratings