Factors to Consider When Choosing a Financial Advisor
Every person should meet with a financial advisor at least once. Even a person who owns nothing more than the clothes on his or her back should consult with a professional of this type. Doing so helps to ensure the client's belongings are handled properly at all times. Following are some things to consider as the choice of financial advisor is made. Credentials Be sure to ask about the credentials of Financial Advisors Cumming . An advisor may have multiple certifications and licenses, such as CFA, CPA, and CFP. Try to find someone who has achieved the level of CFP Cumming , as this is the highest level a person may attain in the industry. In order to be called a CFP, the person must complete extensive schooling, have several years of experience in the industry and pass an exam that takes six hours to complete. Continuing education is mandated for these individuals and they must adhere to strict ethical standards. Reputation Investigate the background of the financial advi