Find An Advisor In Your Area
We’d love for everyone to have an advisor who does planning that is in your best interest and adheres to a strict fiduciary standard. We recommend that you find an advisor* who is:
1. A Certified Financial Planner™ (CFP®) and
2. A Fee-Only Advisor who never sells commission-based products.
You’ll need to do your due diligence to understand their education, years of experience, background, investment philosophy, how they are paid, and their compliance oversight.
The CFP Website
The advisors on this site are Certified Financial Planners™. You will find both fee-only and commission-based advisors.
www.letsmakeaplan.org
Vanguard
Vanguard has four service offerings with varying fees. Some of the services may include help from a CFP®
www.investor.vanguard.com/advice/compare-investment-advice
XY Planning Network
Find fee-for-service, independent advisors. The advisors on this site may or may not be a CFP®.
www.connect.xyplanningnetwork.com/find-an-advisor
Please keep coming back to us to enhance your education.
We wish you all the best with your planning!
* We neither recommend nor endorse other advisors or services. These websites are for your education and convenience only. You may also do a Broker check at: https://brokercheck.finra.org/
Advisory services are offered through Barbara J Norman LLC dba Sage Path Solutions, a Registered Investment Advisor in the states of California and Texas.
Barbara Norman, CFP® CDFA® ChFC®
4812 Lorraine Dr. San Diego, CA 92115
(619) 501-6011 | [email protected]