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The Best Qualities of a Good Financial Advisor

Any time you hire someone to do a specific job for you — whether it’s painting your house, fixing your car, or anything else — you want to know that you’re getting value for your money, and that your project goals are going to be met.  Otherwise, you’re simply wasting your money and everyone’s time.

The same holds true when it comes to hiring a financial advisor.  It should go without saying that the person who’s handling your life savings has to be trustworthy, but you should also expect to receive something from them that you wouldn’t have otherwise been able or willing to achieve on your own.  But what should those expectations be?

In this week’s edition of Lucia Capital Group Weekly, you’ll hear from “Professor” Rick Plum, CFP®, about what he believes are the qualities of a good financial advisor, and what expectations you should reasonably have for that individual.  Is your advisor doing right by you?  Find out on this week’s video!

Important Information:

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investments purchased and/or investment strategies devised by Lucia Capital Group (“LCG”)) will be either suitable or profitable for a client's or prospective client's portfolio, thus, investments may result in a loss of principal. Accordingly, no client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from LCG or from any other investment professional.

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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