Ep 35: The Different Types Of Financial Advisors - podcast episode cover

Ep 35: The Different Types Of Financial Advisors

Oct 08, 202038 minEp. 35
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Episode description

When you start looking for someone to help you handle your finances, you'll often see that many financial professionals refer to themself as a "financial advisor." Over the years, it has become a common title to see and it can be difficult to recognize the differences between each professional that uses this umbrella term. Brent, Matthew, and Joshua will run down a list of the different financial professionals you may come across and talk about what their primary focus is when they work with you.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

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Ep 35: The Different Types Of Financial Advisors | Retirement Plan Playbook podcast - Listen or read transcript on Metacast