September 07, 2022

Finding The Right Financial Advisor

25 minutes

Deborah Nason is a journalist who has been covering business for the past 20 years, for both InvestmentNews and CNBC.com. She is on a mission to ensure people of all income levels get the financial advice and guidance they need. Deborah shares resources for helping people find the ideal financial advisor regardless of the state of their wallet, including some fantastic pro bono deals.

A financial advisor is a trained, experienced professional who helps you understand your financial options, create a comprehensive financial plan, and make the right financial decisions along the way. They can help you plan a holistic approach to your financial life.

Financial planning does not always involve investment management. Regardless of whether you plan to invest or not, it’s a good practice to have a financial advisor helping you with income and expense planning, creating goals, and maximizing your employee benefits.

One of the best ways to ensure your advisor has the relevant experience in expertise and designations is by doing a broker check on FINRA.

Like medical professionals, financial advisors also specialize. From divorce to entrepreneurship, there are a multitude of specializations under the financial advisor umbrella. The idea is to find somebody who really understands who you are and what you're about.

Resources

Deborah Nason on LinkedIn | Twitter | Facebook

Email: [email protected]

C4SB.com

The People’s Guide to Finding the Right Financial Advisor

FINRA.org

FINRA Broker Check

IAPD - Investment Advisor Public Disclosure

Securities Investor Protection Corporation

Savvy Ladies

Foundation for Financial Planning

XY Planning Network