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What to Look For in a Financial Advisor

Not all financial advisors are created equal. In this video, I break down the three types of financial advisors you'll encounter and the critical factors to consider before choosing someone to manage your financial future. I cover: The 3 types of financial advisors (and which one you actually need) Why CFP certification matters for your financial future Fee-only vs. fee-based: The crucial difference that could cost you thousands How to vet any advisor using BrokerCheck.com The importance of a structured financial planning process Timestamps: (00:12) First Type: The Insurance Salesman (00:38) Second Type: The Investment Manager (01:09) Third Type: The Financial Planner (02:00) How to Vet Your Advisor with BrokerCheck (02:25) Why CFP Certification Matters (02:57) How Advisors Are Paid (03:24) Fee-Only vs. Fee-Based: The Critical Difference (03:56) The Importance of a Structured Process (04:27) Finding the Right Personality Match I'm Bjorn Amundson, financial advisor with Quarry Hill Advisors, helping individuals and families navigate their financial decisions with confidence and clarity. Need personalized guidance? Check out our website where you can schedule an introductory strategy session at quarryhilladvisors.com #financialadvisor #financialplanning #CFP #wealthmanagement #personalfinance #investmentadvice