How to Find a Financial Planner

by Liz Weston

Overview

This is the eBook version of the printed book.

This Element is an excerpt from Easy Money: How to Simplify Your Finances and Get What You Want Out of Life (9780132383837), by Liz Pulliam Weston. Available in print and digital formats.

 

A practical checklist for finding an honest, competent financial advisor–and avoiding those who aren’t.

 

Hundreds of thousands of people are passing themselves off as financial planners in the United States today. Few are what they seem. Anyone can call herself a financial planner or advisor: There are no education, experience, or ethics requirements. Furthermore, most people who offer advice aren’t legally obligated to put your interests before their own. So how do you find someone who can actually help you?

Product Details

ISBN-13:	9780132479776
Publisher:	Pearson Education
Publication date:	08/31/2010
Series:	FT Press Delivers Elements
Sold by:	Barnes & Noble
Format:	eBook
Pages:	10
File size:	324 KB
Age Range:	18 Years

About the Author

Liz Pulliam Weston is one of the most-read columnists for MSN Money and author of the question-and-answer column Money Talk, which appears in newspapers nationwide, including The Los Angeles Times, The Newark Star-Ledger, The Cleveland Plain Dealer, and The Detroit News. She appears weekly on CNBC's Power Lunch and regularly on other television programs, including NBC's Early Today, to discuss credit and other personal finance issues. She was part of The Los Angeles Times reporting team that earned a Pulitzer Prize for its coverage of alcoholism among Alaska natives. Pulliam Weston is a graduate of the certified financial planner training program at University of California, Irvine.