Key Steps to Researching a Financial Advisor – NerdWallet

Key Steps to Researching a Financial Advisor – NerdWallet

By Kathryn Hauer, CFP, EA How can you make sure you choose the right financial professional? Its impossible to be absolutely certain youve found someone who is trustworthy and with whom you will enjoy working, but there are some steps you can take to ensure that your advisor is qualified and in good standing with industry regulators. Finding the right advisor will require some research on your part because smart investors check the background of anyone promoting financial or investment guidance. With online databases from regulators and industry associations, you…