Financial professionals — the people we hire to handle various aspects of our financial lives, from managing investments to planning for retirement and much more — come with a head-spinning variety of monikers, specialties and areas of expertise. A title like “financial planner,” “investment advisor” or “wealth manager” on their business card might by accompanied by a string of acronyms representing the professional licenses or credentials they earned along the way.
As a consumer who entrusts their money and their financial well-being to a professional advisor, it’s important to read between the lines of that business card by asking an essential question that cuts to the very nature of the services they provide and the relationships they cultivate with clients:
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FPA - Connect
