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finding a financial advisor

Q&A: Be patient! Find an expert!

May 27, 2024 By Liz Weston

Dear Liz: I have a quick question and would like a personal response. What email address can I use?

Answer: You can use the email address of the financial planner you hire to advise you.

Just because a question is quick doesn’t mean the answer will be. Answers to financial planning questions take time and effort to craft, plus the appropriate response may vary depending on the details of the questioner’s circumstances. This column answers a few questions of general interest for educational and entertainment purposes. A hired advisor can answer an array of queries and provide truly personalized guidance to help you get the most from your money.

Filed Under: Financial Advisors, Q&A Tagged With: fiduciary, fiduciary standard, financial advice, financial advisor, financial advisors, finding a financial advisor

Q&A: Update on that CPA search engine

May 27, 2024 By Liz Weston

Dear Liz: I am trying to find a CPA personal financial specialist per your column. Using the link you provided, I was told that there are zero people who fit that description in my area, which is hard to believe. Can you help?

Answer: A spokesperson for the American Institute of CPAs, which provided the link, notes that the directory’s “search by Zip code” function isn’t working properly and suggested searching by state or city instead.

Filed Under: Financial Advisors, Follow Up, Q&A, Taxes Tagged With: AICPA, CPA, CPA-PFS, finding a financial advisor, personal financial specialist

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