Are you new to investing and feeling overwhelmed by all the jargon? Don’t worry, you’re not alone! In a recent MarketWatch article, our CEO Marianela Collado, CPA/PFS, CFP®, CDS® offered her insights on whether or not you should hire a financial advisor and how to find the right advisor for your needs.
The biggest advantage of having a financial advisor is having someone to guide you and help you avoid costly investing mistakes. Without sufficient knowledge and diversification, investing can resemble gambling rather than a strategic plan. Marianela emphasized that if you are seeking a professional opinion, be sure to look for a fee-only advisor with significant experience. CERTIFIED FINANCIAL PLANNERS™ (CFP®s) are a great option since they have undergone rigorous training and are fiduciaries, meaning they are obligated to put your best interests ahead of their own.
Read the full article here: https://on.mktw.net/3OibEV6