Some pitfalls of searching for a financial planner | The San Diego Union-Tribune
This is the third in a three part series by Lynn O'Shaughnessy of the Union Tribune on how to find a financial planner.
I feel like I should send Lynn a check for this series.....she describes my business to a T. Fiduciay, Fee-Only, NAPFA, DFA, Accredited Investment Fiduciary........she mentions them all.
I am highly biased when I recommend you read this column and the other two, but I assure you I did not pay Lynn a dime, she figured this stuff out on her own. Needless to say I think she is a genius!!
Scott Dauenhauer, CFP, MSFP, AIF
www.meridianwealth.com
