Should I Call a CFP®, a CPA, or Both?
Financial jargon can confuse anyone and make it hard to decide who to trust your money with. In order to decide between choosing CFP® or CPA, take some time to analyze your financial situation.
Financial Advisor, Wealth Advisor, Investment Advisor: What's the Difference?
Financial Advisor, Wealth Advisor, Investment Advisor: What's the Difference?
Who we are, what we do, and who we work with as a fiduciary Wealth Advisor
When interviewing a financial advisor, inquiring whether they are a fiduciary should prove one of the initial questions. If the advisor responds affirmatively, ask them to put it in writing. You should also ask how they are paid since the answer will tell you whether or not they are a fiduciary. In many cases, you are entrusting your life savings to this advisor. You must ensure they are always acting in your best interest.