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| *Ostroff, Fair and Company>>>Financial Services |
Any financial advisors on here who want to be hired? |
Need a certified financial advisor who can help me allocate my assets. All of the consulting will be done through email. I'm not certified and having a CFA do your work won't protect you from shark salespeople and their shoddy products, nor from their mental errors. watch yourself on this. GL Source(s): MBA/CPA and investor better do some kinda background check on them. or find someone well known- that is recommended by other people. not sure why you do not want to have a personall advisor. Better whatever your reasons. you can manage you assets pretty much yourself. website like manulife and aia and even cpf boards website will give great inform 1st work out what u have. than plan what u need (not what u desire) Than seek out ways how u cab achieve it. There are many free tools on the Internet to help you allocate your portfolio. Look at some of the major sites like Fidelity.com Charles Schwab etc. or better yet stop in one of their offices to get some help. The will usually help show you what tools they have available. It's not really that tough to do on your own if you understand how much risk you are comfortable with & your time horizon on when you will need the money. Depending on the size of your account, you could probably get some free proposals from local advisors. Just so you know they will probably use fee based products vs. no-load funds in order for them to get compensated. If you still want to find someone: Try looking at guru.com or elance.com & see if there are any professionals who can help you. www.guru.com www.elance.com www.networthu.com Check the Financial Planning Association website and make sure that you look for a Certified Financial Planner practitioner. I would also you suggest that you interview multiple candidates and are sure of the compensate terms. |
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