Finding a good financial advisor is not an easy task. When choosing between two or more wealth management firms, investors often find themselves confused.
Many new investors don’t understand all the intricacies of the finance world. That’s why they need professional help in making the right decisions.
That said, trusting someone with your assets is not so simple. And with so many finance planning companies in the market, finding the right firm becomes even more arduous. So, what should new investors do?
Derek Pesta, a CERTIFIED FINANCIAL PLANNER™️ professional, shares some insights. With a decade-long experience in the field, Derek has observed several investors closely. Putting himself in their shoes, he could feel an average investor’s confusion.
