Putting someone in charge of your finances isn’t a job that should be awarded without a proper vetting process. We have some tips: (via MarketWatch Picks)
Putting someone in charge of your finances isn’t a job that should be awarded without a proper vetting process. Indeed, as Jen Grant, a certified financial planner at Perryman Financial Advisory, notes: Trusting a professional with your finances is comparable to trusting your doctor with your health — it’s a must. And that means looking into their background and qualifications, experts say.
With tools like this, Strohmeier says there’s no need to spend money to engage a search firm to complete an official background check. “If you’d like to learn a little more about the adviser before you engage in the interview process, doing a check on their registration history, as a deep dive through the means previously mentioned, is advisable,” says Strohmeier.
Do these checks even when you’ve been referred to a financial adviser by a friend or family member, says John Loper, certified financial planner and managing director of professional practice at the CFP Board. “In conducting your background check, at the outset you want to make sure you capture a financial adviser’s public disciplinary history, qualifications and credentials, years of experience and other licenses they hold,” says Loper.
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