Think about it. You would never work with a doctor who did not have the proven intellectual capability to make an accurate diagnosis. Similarly, you would probably not work with someone who lacked the emotional intelligence to understand the thoughts and feelings which could affect you during your treatment. Why should managing your wealth be any different than managing your health?
Selecting a wealth adviser is not a decision to be taken lightly. Wealth is complex, all-encompassing and touches all facets of life—from family to career, hopes to fears, and goals to needs.
In a complicated world, having a CFA charterholder on your side who is confident, ready for tomorrow, and completely committed to your interests is A Difference That Matters™.
The directory can help you verify an individual’s CFA charterholder status, find a member's contact information, or locate a financial adviser.