Ever wonder what you should be looking for in a financial advisor? Better yet, do you even need a financial advisor? In this episode we cover:

• How to determine if you need an advisor. 
• What to look for when hiring an advisor.
• Red Flags when vetting a potential advisor. 

We welcome you to listen to this episode. As always, if you have any questions, please feel free to reach via our website at www.montereywealth.com.