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EP 04. Financial Advisor vs. Financial Planner
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In this episode of "Honest Money Talk," host Hazel Secco, founder of Align Financial Solutions, delves into the crucial question of finding the right financial advisor or consultant. She highlights the common misconception between financial planners and advisors, emphasizing that these terms aren't regulated, allowing anyone to adopt them. Hazel underscores the prevalence of insurance agents using these titles, sometimes leading to a focus on meeting quotas through product sales rather than prioritizing clients' needs.
📝 Free Retirement Readiness Assessment → https://alignfinancialsolutions.com/retirement-readiness-assessment
📞 Book a free Align Call: → https://alignfinancialsolutions.com/book-a-call/
Follow the Conversation:
- LinkedIn: https://linkedin.com/in/hazel-secco
- Instagram: https://instagram.com/alignfinancialsolutions
About Hazel Secco, CFP®, CDFA®
Hazel is the founder of Align Financial Solutions. As a fee-only, fiduciary advisor, she specializes in helping independent women navigate career transitions, equity compensation, and building toward a Work Optional life.
Disclaimer: All content in this podcast is for educational and informational purposes only and does not constitute individual investment, legal, or tax advice. Investing involves risk. Always consult with a qualified professional regarding your specific situation.
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By Hazel Secco, CFP®, CDFA®Send us Fan Mail
In this episode of "Honest Money Talk," host Hazel Secco, founder of Align Financial Solutions, delves into the crucial question of finding the right financial advisor or consultant. She highlights the common misconception between financial planners and advisors, emphasizing that these terms aren't regulated, allowing anyone to adopt them. Hazel underscores the prevalence of insurance agents using these titles, sometimes leading to a focus on meeting quotas through product sales rather than prioritizing clients' needs.
📝 Free Retirement Readiness Assessment → https://alignfinancialsolutions.com/retirement-readiness-assessment
📞 Book a free Align Call: → https://alignfinancialsolutions.com/book-a-call/
Follow the Conversation:
- LinkedIn: https://linkedin.com/in/hazel-secco
- Instagram: https://instagram.com/alignfinancialsolutions
About Hazel Secco, CFP®, CDFA®
Hazel is the founder of Align Financial Solutions. As a fee-only, fiduciary advisor, she specializes in helping independent women navigate career transitions, equity compensation, and building toward a Work Optional life.
Disclaimer: All content in this podcast is for educational and informational purposes only and does not constitute individual investment, legal, or tax advice. Investing involves risk. Always consult with a qualified professional regarding your specific situation.