Ep 35: The Different Types Of Financial Advisors episode artwork

EPISODE · Oct 8, 2020 · 38 MIN

Ep 35: The Different Types Of Financial Advisors

from Retirement Plan Playbook · host Matthew Theal, Brent Pasqua, Joshua Winterswyk

When you start looking for someone to help you handle your finances, you'll often see that many financial professionals refer to themself as a "financial advisor." Over the years, it has become a common title to see and it can be difficult to recognize the differences between each professional that uses this umbrella term. Brent, Matthew, and Joshua will run down a list of the different financial professionals you may come across and talk about what their primary focus is when they work with you. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

Episode metadata supplied by the publisher feed · Published Oct 8, 2020

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Ep 35: The Different Types Of Financial Advisors

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