In this episode of "Honest Money Talk," host Hazel Secco, founder of Align Financial Solutions, delves into the crucial question of finding the right financial advisor or consultant. She highlights the common misconception between financial planners and advisors, emphasizing that these terms aren't regulated, allowing anyone to adopt them. Hazel underscores the prevalence of insurance agents using these titles, sometimes leading to a focus on meeting quotas through product sales rather than prioritizing clients' needs.
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About Hazel Secco, CFP®, CDFA®
Hazel Secco, CFP®, CDFA®, is the founder of Align Financial Solutions, a fee-only fiduciary firm in Hoboken, New Jersey, that helps high-net-worth women bring retirement, equity compensation, tax, and estate planning into one plan.
Disclaimer: All content in this podcast is for educational and informational purposes only and does not constitute individual investment, legal, or tax advice. Investing involves risk. Always consult with a qualified professional regarding your specific situation.
The above case study is hypothetical and does not involve an actual Align Financial Solutions client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if A...
