Online Financial Advisor

After checking many Financial Advisor search websites, I have determined that there are no good financial advisors in my area, so, I am looking for a remote (online) financial advisor that is licensed to practice in California.

Most financial planners I have called, either: (1) do not return my phone calls. (2) do not want to offer remote financial advice, or (3) require a minimum net worth of more than 500K (which I do not have).

I need to be able to correspond with the financial advisor by email and phone. Any documents and information that a financial advisor normally needs, I can send by email.

I need a financial advisor that can advise me on retirement planning, tax planning, and possibly estate planning.

If anyone knows how I can find a financial planner to help me, please let me know.

Thanks

maybe your bank can help you

2007-07-13 15:15:27 by Dr.Chapa

www.getismart.com Do you ever wonder why less qualified, less experienced people get to discuss money topics in the media? The whole time you ...

I'm considering studying for a career as a financial advisor, but at this point in life (age 26), and the fact that I am busy with a job in sales, I don't think I'll have the time to attend a university. Is it possible to mainly study for this by getting a finance degree through an online university, and if so, which would be recommended?

Yes. You can study online for any and all licenses that are required to become a Financial Advisor.

There is much less education than most people imagine necessary to become a FA (Financial Advisor)...a degree in Finance or related field of study is NOT necessary. (Common misconception) Passing a Series 7 test (avg 30-33% failure rate) is the main criteria...and typically, depending on your state laws, a couple other "easier" tests. Essentially, unless you pursue "extra" education you will simply be exchanging one sales job for another.

Please pursue additional education and knowledge to better help your clients through every venue possible. I suggest "The American College" (available online) which is the originating source of the CFP designation along with many other "valid" credentials recognized by EVERY financial institution. Keep in mind that you must NOW have a Bachelor's Degree in "any" field in order to finally receive the CFP designation...if you haven't finished one yet...you can take the CFP courses while also completing your degree.

There are also "training" programs available through various firms...but they are essentially "sales training" programs and the educational aspects end where the "studying for the licenses you need" ends.

F.Y.I....I also made the career change around 26 years of age...and love what I do...but then again, I watch FOMC meetings in reruns for the "kicks and giggles" entertainment value of them....they truly are fascinating if you understand the intracacies of what is being discussed.

Series 7 study materials "most used" by Wall Street firms (like the one I started with) are available at:
www.dearborn.com
www.kaplan.com
www.amercoll.edu (The American College for extras!)

2007-09-12 16:07:39 by justin t

Price: $30.00

I've been thinking about taking online courses to become a financial advisor some online universitys offer Bachelors degrees and others CFP? is there a differences? which school do you recommend that i would get the best learning from?

How much do online schools usualy cost?

THank you

You can contact KaplanFinancial at the following address
Kaplan Financial
30 South Wacker Drive
Suite 2500
Chicago, IL 60606
1-800-824-8742
1-312-836-4400 (international calls)
ContactKaplanFinancial@kaplan.com

2008-01-10 14:25:33 by CG22

Price: $5.95 $5.95

I am embarrassed to admit that despite receiving my BS in Finance, I can hardly handle my personal finances. Does anyone know of any online resources that can offer me some help? I really need to get on track as far as budgeting and saving, and eventually with investing and my 401(k). I've been out of school since May 2005, and working full-time for a year and half and am having a difficult time transitioning. Any advice or other resources would be greatly appreciated. Thanks!

Use Quicken Deluxe to track your finances and investments. If you know what you are spending and what it is for you might decide that you can control your spending. I have also found it helpful to save 10% to 15% of my annual income and treat that savings as an expense in my budget.

2006-12-27 08:06:41 by dreamery412

Yahoo has a very good finance section where you can educate yourself.
There is also a secondopinion.asia where you can get unbiased online financial advice at a reasonable fee.

Think you should read up yourself to really know about finance and it will definitely pay off!

2008-04-25 00:28:28 by Terence