EP 047: Why Work with a CFP®
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
English - November 16, 2018 14:10 - 8 minutes - 7.75 MB - ★★★★★ - 8 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
The tricky thing about this industry is that it is hard to understand who is qualified and who is not. Just check out this commercial the CFP® Board put out a few years ago - click here. Experience is good for an advisor to have, but doesn’t mean their advice is in your best interest or quality advice at all. Working with a CFP® is probably one of easiest filters you can apply to your advisor search process because it automatically filters for experience, education, and an ethics requirement.
Peak Wealth Management is a full-service Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.