When it comes to choosing the right person to help you make financial decisions, you have a lot of options. There are so many qualified financial advisors out there. How do you know which one is the best fit for you? One way to narrow your options is by finding the one with the most expertise.
A good gauge of how well financial advisors do their jobs is to see what others say about them. You can look up online reviews or check their ratings on the FINRA website.
Another good practice is to go straight to the source. When you meet with prospective advisors, ask the following questions:
- What training have you had?
- What degrees or certifications do you hold?
- How long have you worked in finance?
Your money is important. It’s vital to find the advisor who is the best fit for you.