If you’re not an expert in money matters, hiring a financial adviser to manage your money life can be a tough decision. It’s almost impossible to know every financial arena well, because they can be so specialized. Estate planning is completely different from picking the right investments, for example. Managing a portfolio is different from crafting a monthly budget.
As a former president and long-time board member, Chris Cannon has a deep history with CFA Society Orlando. He has also served on the CFA Institute US Advocacy Advisory Council and the CFA Institute Annual Conference Committee. Most recently, he served as Advocacy Chair and displayed exceptional leadership, launching the first-ever Florida state-wide Ethics Challenge.
Choosing to work with a financial planner is one of the biggest decisions many will face. The hard part is knowing what to look for in an advisor and firm.
Fee-only financial planners come with certain advantages and disadvantages that investors should consider.
Financial planning, passive income and investing: The three ways millionaires build their net worth.
