Choosing Finanical Planner

POSTED BY Nandish Desai ON November 28, 2010 4:53 pm COMMENTS (3)

what is that one thing people should look for before choosing a financial planner? (Apart from certification)

3 replies on this article “Choosing Finanical Planner”

  1. Urvashi says:

    Thanks ajay, its a nice article it helps me too!

    1. srg says:

      Hi
      I think this is relevant becauseyou can’t choose a planner just by looking at the cfp website. I think a lot more goes into it. He should have skill sets. Yes. You have to be comfortable with the person. It helps if someone you trust also recommends/vouches for the person. The people in your household also have to involved. Trust and sincerity from both sides play a role. Just my 2 cents.

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