System Execution Podcast

Episode 48: How to Choose the Right Financial Adviser that Fits You, with Alex Klingensmith

Informações:

Sinopse

Alex Klingensmith is an experienced Wealth Advisor and Chief Operating Officer with a demonstrated history of working in the financial services industry. He is skilled in Fiduciary Independent Investment Management and Financial Planning. Alex has strong community involvement in the Carlsbad Hi Noon Rotary Club and in North San Diego County. What you’ll learn about in this episode: Financial Detox: Labrum Wealth Management’s podcast for consumer advocacy Labrum Wealth Management’s decision to work for their clients and not a firm How to choose the right financial adviser for you Why it matters how your financial adviser gets paid The reasons fiduciaries offer better investments than brokers Finding the right cadence of communication with your financial adviser Choosing an investment philosophy Why it’s never too early or too late to start investing Where to find a great financial adviser Ways to start saving before you get an adviser Alex’s goals in getting Labrum Wealth Management’s message out there Ways