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Q&A: How Do I Find A Financial Advisor?

EPISODE · Apr 10, 2024 · 27 MIN

Q&A: How Do I Find A Financial Advisor?

from The Diana Richey Podcast · host Diana Richey

A listener asks: What combination of letters should I be looking for as I’m trying to find some kind of financial advisor / tax planner / some-title-I-don’t-actually-know?This episode talks about the financial planning industry generally and walks through five places you might look for holistic, proactive advice.https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&https://www.cascade.cpa/ Get full access to Diana Richey at dianarichey.substack.com/subscribe

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Q&A: How Do I Find A Financial Advisor?

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