What is a CERTIFIED FINANCIAL PLANNER™A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional is an individual who has met the standards of education, examination, experience and…Feb 27, 2023Feb 27, 2023
Are Financial Advisors the Same as Stock Brokers?Many people believe that financial advisors are the same as stock brokers. This is a misconception because while both are involved in the…Dec 14, 2022Dec 14, 2022
Underserved Clients: First-Generation AmericansWhen it comes to finding financial advisors, a specific group of individuals look for advisors who can truly relate to them…Dec 2, 2022Dec 2, 2022
What Services Do Financial Advisors Provide?If you have wondered what financial advisors actually do or what services they provide, this easy-to-understand guide is for you!Dec 2, 2022Dec 2, 2022
The Value Of Working With A Financial AdvisorOne of the top questions people have about financial advisors is, “why should I work with a financial advisor.” We’re here to help remove…Dec 2, 2022Dec 2, 2022
Financial Advice is Not for the Top 1%Having proper financial advice can change a person’s life, but many people don’t know what advisors ACTUALLY do or how much they cost. And…Nov 8, 2022Nov 8, 2022
10 Best Questions to Ask Your Financial AdvisorWorking with a financial advisor can be very beneficial for the success of your financial goals. As the client, you should communicate…Oct 1, 2022Oct 1, 2022
New SEC Marketing Rule Creates Opportunities For DisruptionIn 2021, the SEC changed its Marketing Rule for the first time since the 1960s. With the new regulation in place, financial advisors can…Oct 1, 2022Oct 1, 2022
Underserved Clients: the Sandwich GenerationMore commonly, people between the ages of 35–60 are caring for their parents and children simultaneously. This demographic group is…Oct 1, 2022Oct 1, 2022
Early Days of AdvisorFinderOur founder, Jason Friedman worked as a financial advisor. He talked to hundreds of investment clients about their needs.Sep 18, 2022Sep 18, 2022
