Forrest Ross, CFP®, RICP®, Retirement Services Director, firstname.lastname@example.org
When it comes to choosing a financial advisor, you should work with an advisor you feel comfortable with, who understands your needs and, most importantly, one that you can trust. But these days it can be hard to know who has the real expertise.
Most people think financial planners are all the same; however, anyone can use the title “financial planner.” Only those who have fulfilled the certification and ongoing education of professional designations represent a high level of competency, ethics, and professionalism.
Many people also don’t understand the basic differences between brokers, investment advisors, insurance agents, and financial planners—let alone the numerous designations that many financial advisors add to their titles. Here are three things to think about when evaluating a financial advisor’s designations:
The financial professionals at ISG Advisors have earned several designations through the American College and the College for Financial Planning by completing a series of courses and passing proctored exams. To maintain these designations, ISG’s account executives must meet stringent ethics requirements and participate in several hours of continuing education each year. Here’s what our designations mean to clients:
Whether it’s budgeting, planning for retirement, saving for education, managing taxes and insurance coverage, or all the above, financial planning means much more than just investing. Working with professionals who have committed the time and resources to become experts in their field, who are held to rigorous ethical standards, and who understand all the complexities of the changing financial climate can bring all the financial pieces together and make objective, unbiased recommendations that are in the best interest of their client.