38 min
Ep 35: The Different Types Of Financial Advisors Retirement Plan Playbook
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- Investing
When you start looking for someone to help you handle your finances, you'll often see that many financial professionals refer to themself as a "financial advisor." Over the years, it has become a common title to see and it can be difficult to recognize the differences between each professional that uses this umbrella term. Brent, Matthew, and Joshua will run down a list of the different financial professionals you may come across and talk about what their primary focus is when they work with you.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
When you start looking for someone to help you handle your finances, you'll often see that many financial professionals refer to themself as a "financial advisor." Over the years, it has become a common title to see and it can be difficult to recognize the differences between each professional that uses this umbrella term. Brent, Matthew, and Joshua will run down a list of the different financial professionals you may come across and talk about what their primary focus is when they work with you.
Important Links:
Website: https://rpawealth.com/
Call: 909-296-7977
38 min