financial planner

April 12, 2021 | Alvin Carlos, CFA, CFP®

Blog: 4 Reasons to Hire a Fee-Only Financial Planner

Hiring a financial planner is a big step and you might want to consider hiring a fee-only financial planner. You will be divulging very personal information to a “stranger.” You will be sharing how much you make, how much you’ve saved, and how much debt you have. You will be sharing your hopes, dreams, and […]

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November 23, 2020 | Alvin Carlos, CFA, CFP®

Blog: Financial Advisor: How to Find One You Can Trust!

Deciding to hire a financial advisor can be a big decision.  Once you’ve decided to hire a financial planner, finding the right one to fit your needs can be challenging.  This video explores some of the most reputable sources to use (nationwide) as you search for a financial advisor that fits your needs!

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