We’d love for everyone to have an advisor who does planning that is in your best interest and adheres to a strict fiduciary standard. We recommend that you find an advisor* who is:
1. A Certified Financial Planner™ (CFP®) and
2. A Fee-Only Advisor who never sells commission-based products.
You’ll need to do your due diligence to understand their education, years of experience, background, investment philosophy, how they are paid, and their compliance oversight.
Are We A Good Fit?
Vanguard
XY Planning Network
Please keep coming back to us to enhance your education.
We wish you all the best with your planning!
Barbara Norman, CFP® CDFA® ChFC®
4812 Lorraine Dr. San Diego, CA 92115
(619) 501-6011 | [email protected]
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