06-09-2024, 12:57 PM
When choosing a financial advisor, I first assessed my financial goals and needs. I researched potential advisors, focusing on their certifications like CFP or CFA. I checked their business reputation by reading reviews, seeking referrals from trusted friends, and verifying credentials through regulatory bodies like FINRA. I also interviewed a few advisors to gauge their expertise, communication style, and fee structure, ensuring they aligned with my financial objectives and comfort level.