What Is a Financial Planner and Do I Need One?

One of the most frequent questions I get is what does a financial planner actually do? The next most common question is do I need one?

On this episode of Money Mile, we’ll explore both of these questions in greater detail. You’ll learn the different types of titles that financial professionals might have, the roles they play, the certifications they might possess, and the way financial professionals are compensated.

If you have been wondering what kind of financial planner you need (or if you need one) you won’t want to miss this episode of Money Mile.

You will want to hear this episode if you are interested in...

• What a financial planner is [1:52]
• The certifications financial planners might have [4:12]
• What kind of regulatory oversight planners face [5:33]
• The ways financial planners are compensated [6:12]
• The F word of finance [8:42]
• If you need a financial professional [9:55]
• The homework [14:11]

Resources & People Mentioned

• Nestor Vargas on Instagram @LatinoMoneyMan
• Green Cards to Greenbacks podcast
• XY Planning Network
• NAPFA

Connect With Justin Waller

• https://WallerFC.com
• Waller Financial Coaching on Facebook
• Justin on Instagram
• Justin on LinkedIn

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Audio Production and Show Notes by - PODCAST FAST TRACK