Today on IHAQ, we welcomed Topher Brennan back. Topher is a financial planner for Tellaro Wealth Management.
We asked Topher what someone should look for when hiring a financial planner?
Topher believes that you should be looking for experience and expertise.
Experience comes in many forms. Experience working with different clients, experience working through changing markets, experience with different life events, and personal experience all matter.
And lastly, you want to find people dedicated to getting smarter and better for their clients. You can’t go wrong if you find someone trustworthy and genuinely has your best interest in mind.
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