Quote:
Originally Posted by BrokeMyCar
Wow, thanks all. So is a financial adviser nothing more than someone who "connects" you to various funds? If so, 2% is indeed a rip. What do you call someone who'll go over your assets and income and help you figure out how much house you should be thinking about? Or how/if to exercise options with a minimum of tax issues in the same year as buying the house, rolling over 401k->IRA and getting married?
Babak
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I don't think CFAs would agree with your conclusion.
I would think a CFP (Certified Financial Planner) would meet your needs.
FWIW.
Best,