Experts say financial planning is often key to financial success but one of the biggest challenges is finding the right person to manage your money. A panel of wealth management professionals offer advice on how to find someone who is competent, trustworthy, and interested in helping you achieve your financial goals.
Guests:
- Lucas Bucl is a principal with KHC Wealth Management.
- Sandi Weaver is a CPA and owner of Financial Security Advisors.
- Alex Petrovic is founder of Petrovic Financial Services.
