Ep 14 Questions and Uncertainty About Working with a Financial Advisor or Financial Planner? A Quick Guide to Building a Relationship with a Certified Financial Planner

Rizek is the VP of Wealth Management at Divergent Wealth Advisors. He is a CPA and Certified Financial Planner® professional serving clients nationwide. Rizek graduated with a bachelor's and master’s degree in Accounting from Brigham Young University and specializes in financial planning, tax strategies, portfolio design, and estate planning. Rizek loves fly fishing, skiing, A&W Zero Sugar, and being outside.Listen as he answers the following questions:What is a financial advisor How to choose a financial advisorWhat it looks like to work with a FAHow to prepare for a meeting with a FACommission or Fee-based advisorConnect with Rizek Housari:On TikTok LinkedInWhat topic or question would you love answered on the podcast?Not sure what you need to do to make retirement happen? Let’s identify your priorities and next steps in a Retirement Strategy Session. Book your session today.Looking to learn more about being retirement ready?Join the Facebook community Retirement Ready Hub to continue the conversation and learn how to accelerate your retirement progress.Wondering where your money actually goes each month? Get real answers on a money clarity call. Book yours today.Connect with meFacebook:  https://www.facebook.com/dalene.higgins/