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.
If you're an independent woman looking for a deeply supportive "7-days-a-week fiduciary" to partner with your wealth journey, let's talk.
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About Hazel Secco, CFP®, CDFA®
Hazel is the founder of Align Financial Solutions. As a fee-only, fiduciary advisor, she specializes in helping independent women navigate career transitions, equity compensation, and the journey toward a "Work Optional" life.
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.
