8 posts tagged with financial and Planner.
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Seeking fee-based financial advisor in Seattle

I have read all the AskMe answers describing why a fee-based financial advisor is the way to go. The Mr and I want to get advice on planning to pay off our credit cards, save for a home, and plan for retirement in the next 20 years (we are approaching 50). Can you recommend any good financial advisors in the Seattle area that you or someone close to you has worked with? If it would help figure out if someone is a culture fit, we are Gen Xers both from income-strapped childhoods but who are doing reasonably well in the tech industry, no kids, live in the city and don't want to move to the suburbs, have a vaguely hipster lifestyle with lots of foodie activities and travel. I have already seen this thread but it is 7 years old.
posted by matildaben on Sep 25, 2014 - 5 answers

How do I find a financial planner or retirement advisor?

We need a financial planner in Los Angeles. Or an advisor, I don't know the difference. Difficulty level: poorly organized procrastinators. My husband will be retiring in 3-4 years. I don't reach retirement age for several years more, though I could take "early retirement" from my company next year. Between us we have 2 pensions, 2 401Ks, 2 health insurance plans, a bit in savings bonds and a tiny IRA. We have a house that will be paid off in 3 years. And we have a lot of things we want to do in retirement. We're doing reasonably well negotiating where we'd like to live and what kind of place, but we have no idea what we can afford and/or if I can afford to retire with him. [more inside]
posted by SLC Mom on Mar 17, 2014 - 3 answers

Any recommendation for a fee-only financial planner in the los angeles area?

My girlfriend has as long as I have known her, struggled with money problems. As a thoughtful and incredibly unromantic gift, I am getting her a meeting with a fee-only financial planner for her birthday. [more inside]
posted by punch_the_mayor on Dec 19, 2012 - 28 answers

You down with CFP? Yeah, you know me!

Looking for a financial advisor/planner (accountant, CFP, something else?) in or around Boston for a married couple with good saving habits (see my previous question) and a reasonably healthy-sized nest egg. A couple of additional salient details inside. [more inside]
posted by 5845(f)(1)(D) on Oct 16, 2012 - 2 answers

Yelp! for financial planners?

As part of a gradual effort to bring order to our lives, my wife and I would like to talk to a fee-only financial planner, somewhere in San Diego. Where should we go? [more inside]
posted by willbaude on Oct 31, 2011 - 2 answers

I went to art school to avoid math... sigh.

Can you recommend a kickass financial advisor/planner in Southern California, por favor? [more inside]
posted by miss lynnster on May 8, 2008 - 2 answers

Financial Planner (not advisor!) South of Boston?

Searching for a financial planner south of Boston. Any suggestions? [more inside]
posted by UMDirector on Dec 30, 2007 - 2 answers

Needed: Seattle Area Financial Planner

Seattle Filter: Looking for a Financial Planner to assist twenty-something newlyweds with combining finances, investment strategies, etc. [more inside]
posted by Smarson on Jul 13, 2007 - 2 answers

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