What should I look for in a Financial Advisor?
Someone trained, credentialed and experienced in financial planning can help you design and execute a plan that best meets your needs and tolerance for risk.
QUALIFICATIONS – What degrees, certifications and designations has the advisor earned? For Example: A Certified Financial Planner? (CFP?), Chartered Mutual Fund CounselorSM (CMFC?) or Chartered Financial Analyst? (CFA?) has been trained and tested in helping plan your portfolio.
EXPERIENCE – How long has the advisor been working in the financial field? What firms has he or she been with? What kind of clients have they served?
PROCESS – Your Financial Advisor should outline a clear approach to designing the Financial Plan that fits you, including analysis of your goals, needs and risk tolerance.
SUPPORT ? Is your advisor going it alone or do they have research and analytics to support their advice?