Keep the Cherries Throw Away the Pits - Luciani, George N
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Cherry-picked: tactics to find the financial advisor for your needs Your basket is full: full of your life's work, savings, goals, and hopes for the future. How are you to pick the right advisor to manage these precious things? Or perhaps more urgent--is the advisor you already have the right person for the job? Reliable information is critical to cherry-pick the right financial advisor for your needs, and in Keep the Cherries, Throw Away the Pits, Luciani provides you with the insight into the financial marketplace to: - locate a professional you can trust - avoid pitfalls - recognize…mehr

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Produktbeschreibung
Cherry-picked: tactics to find the financial advisor for your needs Your basket is full: full of your life's work, savings, goals, and hopes for the future. How are you to pick the right advisor to manage these precious things? Or perhaps more urgent--is the advisor you already have the right person for the job? Reliable information is critical to cherry-pick the right financial advisor for your needs, and in Keep the Cherries, Throw Away the Pits, Luciani provides you with the insight into the financial marketplace to: - locate a professional you can trust - avoid pitfalls - recognize misleading sales practices - create value by growing and protecting wealth
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Autorenporträt
GEORGE N. LUCIANI, CFP® is a fee-only investment advisor with thirty years' experience. As a Certified Financial Planner(TM), George consults with high-net-worth clients and directs their financial needs with their attorneys and accountants. Also a tactical portfolio manager, George personally manages risk as market conditions change and acts according to the belief that reducing downside risk in market declines is mathematically more important than gain in market rallies.