AboutJohn D Smith, CFP Expertise I can answer detailed questions regarding mutual fund investing, retirement planning, education planning and related financial planning/investment issues. I have a B.S. degree in Financial Planning & Counseling. I am also a Certified Financial Planner (CFP) and have performed fee only investment management and financial planning services for the past 11 years.
Question When consulting an investment advisor, does it matter which investment firm one chooses, as long as the investments are diversified amongst various investment classes? What qualities should one look for in an advisor?
Answer Hi. The answer to your question depends on what you are looking for from a financial advisor. Different advisors offer different services so it comes down to who you trust and what firm is right for you. For a list of good questions to ask and things to think about go to www.napfa.org. I hope this helps!
