FPA PlannerSearch Participants:Are FPA members in good standingAre CERTIFIED FINANCIAL PLANNER professionalsAn RIA or bank affiliateAdhere to FPA's Code of EthicsAbide by the FPA Standard of Care(Photo credit: Mary Cybulski - 2013 Paramount Pictures. All Rights Reserved.)
ave search capabilities for registered participants. At a minimum make sure your selected planner is licensed. Additionally, Registered Investment Advisors must provide a disclosure brochure. Be sure to read it. (Photo credit: Mary Cybulski - 2013 Paramount Pictures. All Rights Reserved.)
ll be held in custody at some bank or trust company. A high quality custodian is not going to allow illicit shenanigans to be conducted on their platform. Seeking a good custodian is by far your first line of defense.(Photo credit: Mary Cybulski - 2013 Paramount Pictures. All Rights Reserved.)
igger some fast decision making, planners will typically not entice you with a "we need to move now" offering. (Parting shot: it goes without saying, if your planners nickname is Wolfie, hold on to your wallet!).(Photo credit: Mary Cybulski - 2013 Paramount Pictures. All Rights Reserved.)