What’s the advisor’s qualifications? The gold standard is a ‘Certified Financial Planner’.— Warren Ingram, Galileo Capital Financial Advisor
Does your financial planner suck?
Perhaps you don’t have one?
How does one choose a great financial planner?
Listen to the interview in the audio below (and/or scroll down for more quotes from it).
Word of mouth is incredibly powerful.— Warren Ingram, Galileo Capital Financial Advisor
Don’t commit to the first quality person that comes around… deal with at least three people…— Warren Ingram, Galileo Capital Financial Advisor
A quality advisor doesn’t throw jargon at you.— Warren Ingram, Galileo Capital Financial Advisor
Your advisor needs to be experienced… I would say, at the very least, three years of experience in a financial planning environment…— Warren Ingram, Galileo Capital Financial Advisor
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Bruce Whitfield interviews Warren Ingram, a Personal Financial Advisor and Executive Director at Galileo Capital.
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