In this episode, I sit down with Eli Weissman, a Senior Private Wealth Advisor. Eli shares what to look for in selecting a financial professional as well as the top five mistakes he sees people without children making when it comes to their finances. If you’re wanting to improve your finances in 2023, don’t miss this episode.
Links & Resources Mentioned in the Episode:
Choosing A Financial Professional: https://www.sec.gov/brokers-and-investment-advisers-tips-chairman-jay-clayton
Top Tips for Selecting a Financial Professional: https://www.sec.gov/oiea/investor-alerts-bulletins/ib_selectpro.html#.Y7NzKxtRHPI.mailto
Accredited Designations: https://www.finra.org/investors/professional-designations/accredited-designations
3 Things to Know About Financial Designations:https://www.finra.org/investors/insights/financial-designations
Connect with Eli:
Eli’s website: www.spire-weissman.com
LinkedIn https://www.linkedin.com/in/eliweissman/
Also mentioned in this episode: Childfree Financial Planning with Dr. Jay Zigmont
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