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How to find the right financial advisor
ChannelNerdWalletDescription from the creator
Finding the right financial advisor can be challenging, especially if you don't know what to look for. In this video, Arielle O'Shea discusses what financial advisors do, typical costs and fee structures and tips for vetting financial advisors. [Disclaimer: Arielle O'Shea is not a financial advisor. She's an editor and spokesperson at NerdWallet]
Financial advisors help people manage their money and reach their financial goals. They can provide a range of financial planning services, from investment management to budgeting guidance to estate planning. Picking the right financial advisor for your situation is key — doing so means you won't end up paying for services you don't need, or working with an advisor who isn't a good fit for your financial goals.
How to Choose a Financial Advisor: nerdwallet.com/article/investing/how-to-choose-…
Types of Financial Advisors: nerdwallet.com/article/investing/types-financia…
Advisor vs. Adviser: Is There a Difference? nerdwallet.com/article/investing/advisor-adviser
CFP: What Is a Certified Financial Planner? nerdwallet.com/article/investing/certified-fina…
How to Choose the Best Robo-Advisor for You: nerdwallet.com/blog/investing/how-to-choose-rob…
Robo-Advisors Bring Access to a New Crop of Investors: nerdwallet.com/blog/investing/reasons-to-invest…
Humans vs. Robots: Americans Prefer Financial Advisors Over Algorithms: nerdwallet.com/blog/investing/robo-advisor-surv…
Subscribe to our channel and also follow us here:
Facebook: facebook.com/nerdwallet
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Twitter: twitter.com/nerdwallet
Financial advisors help people manage their money and reach their financial goals. They can provide a range of financial planning services, from investment management to budgeting guidance to estate planning. Picking the right financial advisor for your situation is key — doing so means you won't end up paying for services you don't need, or working with an advisor who isn't a good fit for your financial goals.
How to Choose a Financial Advisor: nerdwallet.com/article/investing/how-to-choose-…
Types of Financial Advisors: nerdwallet.com/article/investing/types-financia…
Advisor vs. Adviser: Is There a Difference? nerdwallet.com/article/investing/advisor-adviser
CFP: What Is a Certified Financial Planner? nerdwallet.com/article/investing/certified-fina…
How to Choose the Best Robo-Advisor for You: nerdwallet.com/blog/investing/how-to-choose-rob…
Robo-Advisors Bring Access to a New Crop of Investors: nerdwallet.com/blog/investing/reasons-to-invest…
Humans vs. Robots: Americans Prefer Financial Advisors Over Algorithms: nerdwallet.com/blog/investing/robo-advisor-surv…
Subscribe to our channel and also follow us here:
Facebook: facebook.com/nerdwallet
Instagram: instagram.com/nerdwallet
Twitter: twitter.com/nerdwallet
About this tutorial
NerdWallet published this 3:31 video tutorial on September 26, 2020. It has been watched 60,022 times on YouTube.
- Channel
- NerdWallet
- Category
- Education
- Duration
- 3:31
- Published
- September 26, 2020
- Views
- 60,022
- Likes
- 181
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