About Us / About The Profession

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:

23
Oct
 
NexGen Happy Hour
Monday | October 23, 2017 7:30 P.M.
24
Oct
 
Bridging the Gap: Navigating Multi-Generational Financial Planning
Tuesday | October 24, 2017 8:00 A.M.
28
Oct
 
LA Financial Planning Day
Saturday | October 28, 2017 10:30 A.M.
09
Nov
 
NexGen Happy Hour (Westwood)
Thursday | November 09, 2017 6:30 P.M.
07
Dec
 
December Meeting
Thursday | December 07, 2017 12:45 P.M.
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