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Tips For Hiring A Financial Planner

Trying to locate a Financial Planner and aren't sure of the questions to ask? The following are a few consumer brochures put out by the Financial Planning Association to help you find the right planner for your needs. All the forms are available for downloading, just scroll down to the bottom of each article and click on the download link. All the articles are in pdf format and you will need Adobe Acrobat Reader to view/print the articles. If you do not have the reader, download it here for free!

What You Should Know About Financial Planning

Why You Should Choose A Certified Financial Planner (CFP) Practioner

10 Questions To Ask When Hiring A Financial Planner

Checklist For Hiring A Financial Planner

The following articles are provided to you by the Financial Planning Association Consumer Affairs Department and are designed to provide general, non-specific, information. The information in the articles should not be construed as an offer to sell, or a solicitation to buy, any type of regulated security or insurance product. Before reading these articles, please read the disclaimer if you have not already done so.

How To Choose The Right Planner

Know How Your Financial Planner Charges
Upcoming Events:

FPA SGV Free College Seminar
Monday | September 11, 2017 6:15 P.M.
FPALA New Members And Board Opportunities Breakfast
Wednesday | September 13, 2017 9:00 A.M.
3rd Annual NexGen SoCal Summit
Saturday | September 16, 2017 10:00 A.M.
FPA Orange County - Allied Professionals Summit
Tuesday | September 26, 2017 10:00 A.M.
FPALA New Members And Board Opportunities Happy Hour
Wednesday | October 11, 2017 6:30 P.M.
Bridging the Gap: Navigating Multi-Generational Financial Planning
Tuesday | October 24, 2017 8:00 A.M.
LA Financial Planning Day
Saturday | October 28, 2017 10:30 A.M.
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