What should I look for in a financial advisor?

1. Find a real fiduciary

A true fiduciary must act in your best interest.

2. Check the advisor’s credentials

Check their professional credentials, seeking out well-recognized standards such as chartered financial analyst (CFA) and Certified Financial Planner (CFP).

3. ASK how the advisor gets paid

“Do they earn commission on insurance sales?

Do they earn commission on stock transactions?

Are they affiliated with a financial company that offers proprietary products?”

4. Make sure your feel good about your advisor

Any advisor should be able to explain everything clearly and to your complete satisfaction.