A tale of two clients


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What makes a good comprehensive wealth management advisor? I’ve worked in that role, in varying capacities, since January of 1987.  Needless to say, I’ve seen a lot throughout all those years. Simply put, my opinion is that the best advisors look after their clients’ best interests. Operating in that mode, over time the most important factor evolves – Trust!

All advisors should have expertise in investments, insurance, estate planning, taxes and the financial planning process. Having the Certified Financial Planning™ designation indicates that an individual has proven knowledge in those areas – and must augment that with very structured continuing education. Frankly, I’ve known really good advisors who have the CFP® designation – and conversely, I’ve known some whom I thought were lacking. I must add, I’ve known some competent professionals who had no such credentials. It is, however, a good starting point.


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