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Wealthy After 40: Personal Finance, Financial Freedom, Debt Payoff, and Retirement Savings for Gen Xers
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Questions and Uncertainty About Working with a Financial Advisor or Financial Planner? A Quick Guide to Building a Relationship with a Certified Financial Planner
Manage episode 412485002 series 3568591
Inhoud geleverd door Dalene Higgins. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Dalene Higgins of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Rizek is the VP of Wealth Management at Divergent Wealth Advisors. He is a CPA and Certified Financial Planner® professional serving clients nationwide. Rizek graduated with a bachelor's and master’s degree in Accounting from Brigham Young University and specializes in financial planning, tax strategies, portfolio design, and estate planning. Rizek loves fly fishing, skiing, A&W Zero Sugar, and being outside.
Listen as he answers the following questions:
What is a financial advisor
How to choose a financial advisor
What it looks like to work with a FA
How to prepare for a meeting with a FA
Commission or Fee-based advisor
Connect with Rizek Housari:
Let’s Connect!
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