smart investing @ your library - Finding Financial Advice That's Right for You

There are so many choices: broker, investment adviser, or financial planner? Fee-based, fee-only, or commission? And should you choose a CFP, ChFC or CPA with a PFS? While there's no fool proof way to choose the best financial adviser, asking the right questions (and understanding the answers) can increase the chances of finding the best match for you. Financial educator Karen Chan, CFP (R), draws on twenty years of studying personal finance to help you sort it all out.


Presented by Karen Chan, CFP (R), Karen Chan Financial Education & Consulting, LLC. This program is part of the Smart investing@your library®, a partnership with FINRA Investor Education Association and the American Library Association.