Start by asking about the advisor's credentials, fees, and investment philosophy to ensure alignment with your financial goals. Discuss assets, liabilities, income, and expenses openly to tailor advice. Consider specific financial goals to focus the advisor's recommendations.
The right financial advisor should hold certifications like CFP, CFA, CLU, or ChFC, indicating qualifications and ethical standards. Credentials demonstrate passing rigorous exams and ethical adherence for potential advisors.
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