Stay Wealthy San Diego

Today I’m wrapping up our series on Financial Advisors by answering five common questions. Questions such as: How important are professional designations like CFP or CFA? What is the process for firing a financial advisor? Will I incur fees and taxes when transferring investment accounts to another financial institution?  I'm also sharing more about financial coaches + what to do if you are a victim of bad financial advice. NEED TAX & RETIREMENT PLANNING HELP? Click to Learn more about our FREE Retirement & Tax Analysis. We help people aged 50+ lower taxes, invest smarter, and (safely) create a retirement paycheck. Our Free Retirement Assessment™ will answer your BIG questions and help you properly evaluate our firm.