What Kind of Financial Professional Should I Work With?

When looking for the right professional to work with, there are a few considerations that are especially important. For example: What is their experience? What are their certifications?

One of the key certifications in this industry is the CFP® mark, which stands for CERTIFIED FINANCIAL PLANNER™. This is a person who is dedicated to the financial planning profession. They’ve gone through the educational process to learn what they need to do, and they also have to adhere to a code of ethics—basically doing the right thing for the client.

Another thing that’s really important: Are they a fiduciary? Are they fee-only? These are questions that you need to ask that person who you’re interviewing because based on how somebody is compensated depends on the type of service that you’re going to get.

Parkshore Wealth Management is a family-owned, independent, fee-only Registered Investment Advisor serving the greater Sacramento area with an office in Roseville, CA. We partner with financially responsible individuals and families who are eager to take positive steps that will allow them to use their money to build the life they desire. The firm is led by Harold Anderson, CFP®, and Daniel Andersen, CFP®, both members of NAPFA, the country’s leading professional association of fee-only financial advisors.