Koreto, Richard J
then a licensed professional should be involved. The financial advisor tends to be more adept at providing advice on how best to move forward with financial issues, while the licensed professional can provide support that gets to the
Those surveyed who have a financial advisor reported higher confidence across the board on their ability to navigate financial issues, including manage debt, plan for retirement and achieve long-term financial security. They were also more likely than those without an advisor to have built ...
Dave is a member of the Kansas Society of Certified Public Accountants and the Institute of Certified Financial Planners. Dave has also earned the designation of Certified Financial Planner (CFP). He serves on the Board of Helzberg Entrepreneurial Mentoring Program – a mentor organization dedicated ...