Financial Planners: Why Use and How to Choose

Clear Money Program

English - October 23, 2012 17:00 - 16 minutes - 3.54 MB - ★★★★★ - 1 rating
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Sarae is joined by Jim Hall, Denver Community Credit Union’s Director of Business Services, who speaks with guest Clayton Shearer about the role of financial planners and how to go about selecting one that’s right for you.
Mr. Shearer is a Certified Financial Planner and the founder of Wellness Financial Services.