Make sure what you need is a broker and not a financial planner. A financial planner should work with you on all your assets and liabilities, not just your investment portfolio.... investigate the possibility of working with a CERTIFIED FINANCIAL PLANNER[™ professional]. It's a designation that the planner has had a rigorous training, passed a minimum competency exam, and keeps up with the required continuing education.
Minneapolis Star Tribune
April 12, 2008