Financial Advisor San Jose, CA 408-275-2271 (CFP)

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The time and research you should put in to getting a financial planner isn't any different than research and the time you should put into finding an excellent family doctor. You're looking after all, for someone you can trust and direct your fiscal well-being. But how in case you start your investigation? In line with the National Association of Securities Dealers (NASD) there aren't any fewer than 69 different monetary credentials which you might come across. This informative article will try to help you narrow your search down before you even pick up the phone and start calling future planners.
As with a family doctor, the very best place to begin your hunt is referrals from family and friends and ask who they work with. The top planners out there will tell they get most of their new clients from referrals. You can even make use of the web to search for planners in your area. A couple of sites out there provide great starting points. The Financial Planning Association (FPA) web site comprises planners who are fee-only, fee-based, or commission-based. The National Association of Personal Financial Advisors (NAPFA) site only contains those coordinators who stick to a strict fee-only settlement model. All three settlement models will be clarified below.

When deciding what sort of planner best suits you as well as your own family's financing there are four places to consider: credentials, experience, how they're compensated, and must they stick to.

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