Well, I plugged in the requested info which was just a tad more than I had encountered with other financial advisor referral outfits. Out popped three fellows spread all over the country as I initially opted for Zoom is OK. Then I changed my preference to one nearby. None were THAT nearby. lol. None of the six were women although I had indicated no gender preference one way or the other.
The profiles showed their "professional" credentials, CFP, CPA and the like, but nothing about their educational attainments, past performance and other data one would certainly want to review before allowing a "financial advisor" to get his/her grubby hands on one's financial assets. Thus, one would need to investigate further, much further, before hiring any of one or more of them.
I just received a nice email note from Pam referring me to another advisor.
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"No one is more hated than he who speaks the truth." Plato
“To argue with a person who has renounced the use of reason is like administering medicine to the dead.” Thomas Paine
Last edited by manaboutown; 06-02-2025 at 04:54 PM.
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