Are You Apprehensive About Finding a Financial Firm to Help Manage Your Assets?

By J. Mark King, CFP®

Being apprehensive is a valid concern when looking for a financial advisor to manage your assets. I’d like to share some tips and precautions to help you make wise choices in finding a financial firm.

Finding a financial advisorCertifications Matter

During your financial advisor search, confirm that the financial team you’ll be working with hold designations such as:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant® (ChFC®)
  • Personal Financial Specialist (PFS)
  • Certified Fund Specialist® (CFS®)
  • Chartered Life Underwriter® (CLU®)
  • Certified Investment Management Analyst® (CIMA®)

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