Marguerita-Cheng-16-What should I look for in a wealth management advisor
Marguerita Cheng explains that when choosing a wealth management advisor, it’s essential to ask for referrals, review their regulatory history, and meet with several candidates to ensure both expertise and personal compatibility.
Video Transcript
It's important to make sure that you vet your wealth management advisors. The first thing that you want to do is ask for referrals.
The second thing is check their regulatory and compliance history. And then third, take the time to meet with and interview several wealth management advisors.
Experience and education and expertise are a given. You want to make sure that you can connect with this professional because after all, a personal finance is personal.
