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What is a financial professional? Greg Ramirez of Advisors on Call breaks down the term and explains the different roles that fall under that general umbrella, including "fiduciary". Greg discusses what makes a "fiduciary" different from other financial professionals.
Greg Ramirez is a wealth manager and founder of Advisors On Call. Greg has over 25 years of experience helping Southern California individuals and families prepare for and live confident and successful retirements.
www.AdvisorsOnCall.com
By Greg Ramirez of Advisors On CallWhat is a financial professional? Greg Ramirez of Advisors on Call breaks down the term and explains the different roles that fall under that general umbrella, including "fiduciary". Greg discusses what makes a "fiduciary" different from other financial professionals.
Greg Ramirez is a wealth manager and founder of Advisors On Call. Greg has over 25 years of experience helping Southern California individuals and families prepare for and live confident and successful retirements.
www.AdvisorsOnCall.com