• Finding the right financial adviser during and after divorce

  • Jun 26 2024
  • Duración: 22 m
  • Podcast

Finding the right financial adviser during and after divorce Por arte de portada

Finding the right financial adviser during and after divorce

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  • Jamie M. Lima emphasizes the importance of choosing the right financial adviser during a divorce. He outlines his qualifications and the role of a CDFA®, shares a real-life example of financial misunderstandings, and offers guidance on post-divorce financial planning. He also covers how to verify an adviser's background, explains fiduciary vs. suitability standards, and provides tips on beginning the search and questions to ask potential advisers.
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