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Small Business Boomers

6 Vital Links For Finding A Financial Advisor

by jim on May 19th, 2007

For those of you that don’t get the Saturday Wall Street Journal and for those of you who missed it, they reprinted one of Kelly Greene’s advice peices on selecting a financial adviser.  The most important part of the short article were the six web sites you need to visit when searching for a financial adviser.  Go see them all.

Financial Planning Association www.fpanet.org

National Association of Personal Financial Advisors www.napfa.org

Certified Financial Planner Board of Standards, Inc.  www.cfp.net

Garrett Planning Network, Inc. www.garrettplanningnetwork.com

Alliance of Cambridge Advisors, Inc. www.cambridgeadvisors.com  A must for the list of questions the give you to ask any potential advisor.  Click on “Financial Planning Interview.”

Securities and Exchange Commission www.sec.gov/investor/brokers.htm

Let me know if you have trouble with these links.

POSTED IN: Boomer Talk, Finance

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