Personal Finance
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback
Updated over 8 years ago, 03/21/2016
Financial Planners
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!