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Seven Traits to Look for While Searching for a Financial Planner

 

September 26, 2019



When looking for a financial planner who can bring all the pieces of your financial life together and put you in the driver’s seat of your own financial future, experts say it’s important to look beyond his or her resume.

While a financial planner’s background and experience are important, so are some of the intangibles. Here are seven traits you should look for when choosing a financial planner:

• Competence. A financial planner should be able to demonstrate an appropriate level of experience. In order to obtain Certified Financial Planner (CFP) certification, professionals must...



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