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Updated almost 9 years ago on . Most recent reply

User Stats

259
Posts
144
Votes
Matt Faix
  • Investor
  • Carnegie, PA
144
Votes |
259
Posts

Financial Planners

Matt Faix
  • Investor
  • Carnegie, PA
Posted

What is everyone's experience with Financial Planners? We've been wanting to start working with one, however I'm not quite sure what to look for, or how to find a one that is a good fit for us - especially when involved with real estate. Like any profession, there are different levels of experience/knowledge between individuals, so how do you know who to use when advising on how to truly grow your wealth? Personally, I would look for someone with a high net worth as the #1 qualifier to be a financial adviser (seems logical enough),  but that's not always easy to figure out. 

We've met with several, but I always get the impression that they have alternate agendas or are interested in selling us term life insurance or some other product. For those of you that have financial planners/advisers - How did you find them? Are they a true CFP, or more of a high net-worth individual/advisor? What other experiences/advice can you share.

For the record we're in Pittsburgh if there are any local contacts that people can recommend. Thanks!

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