Is this person a CFP? If not, make sure to find a CFP. There are lots of financial "credentials" out there that are nothing more than a mail order letter scheme. CFP is the most comprehensive, reliable certification for financial advisors.
Posted: 3/28/2007 • Last edited: 9/24/2009 • Link to this review
While CFP is one certification that is worthwhile it does not determine whether that person is a Great Adviser - someone has taken 6 courses and passed a test. I have been in the business for over 5 years, I'm an Independent Investment Professional (NO Proprietary Products), fully licensed and I make sure my clients get great customer service and a proper plan for Financial Independence.
Securities Licenses Series 6,7,63,65. Mortgage License. Life, Health and Disability License.