How to Pick an Advisor (Quoted in Forbes)

As we begin the new year, a resolution for many is to get their finances in order. A good financial advisor can be the key to a successful plan. With so many holding themselves out as "advisors" of some sort, how do you narrow down the search and what should you be looking for?

Roger Ma, a contributor for Forbes just wrote an excellent article that covers what to look for regarding education, designations, fees, standard of care, and more. While he was writing the article, he reached out to me for my thoughts and ended up including a few quotes. The article is a worthwhile read for all and I'm honored to be included.