27 min
Q&A: How Do I Find A Financial Advisor? The Women's Investor Community Podcast
-
- Investing
A listener asks: What combination of letters should I be looking for as I'm trying to find some kind of financial advisor / tax planner / some-title-I-don't-actually-know?
This episode talks about the financial planning industry generally and walks through five places you might look for holistic, proactive advice.
https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&
https://www.cascade.cpa/
A listener asks: What combination of letters should I be looking for as I'm trying to find some kind of financial advisor / tax planner / some-title-I-don't-actually-know?
This episode talks about the financial planning industry generally and walks through five places you might look for holistic, proactive advice.
https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&
https://www.cascade.cpa/
27 min