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Wealthy After 40: Personal Finance, Financial Freedom, Debt Payoff, and Retirement Savings for Gen Xers
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Questions and Uncertainty About Working with a Financial Advisor or Financial Planner? A Quick Guide to Building a Relationship with a Certified Financial Planner
Manage episode 412485002 series 3568591
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Rizek is the VP of Wealth Management at Divergent Wealth Advisors. He is a CPA and Certified Financial Planner® professional serving clients nationwide. Rizek graduated with a bachelor's and master’s degree in Accounting from Brigham Young University and specializes in financial planning, tax strategies, portfolio design, and estate planning. Rizek loves fly fishing, skiing, A&W Zero Sugar, and being outside.
Listen as he answers the following questions:
What is a financial advisor
How to choose a financial advisor
What it looks like to work with a FA
How to prepare for a meeting with a FA
Commission or Fee-based advisor
Connect with Rizek Housari:
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👩💻 Making Retirement Possible Membership
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