A Quick Guide to Building a Relationship with a Certified Financial Planner
Oct 21, 2024On episode 14 of the Wealthy After 40 Podcast, I interview Rizek Housari to help us understand the best way to work with a financial advisor.
Rizek is the VP of Wealth Management at Divergent Wealth Advisors. He is a CPA and Certified Financial Planner® professional serving clients nationwide. Rizek graduated with a bachelor's and master’s degree in Accounting from Brigham Young University and specializes in financial planning, tax strategies, portfolio design, and estate planning. Rizek loves fly fishing, skiing, A&W Zero Sugar, and being outside.
Listen as he answers the following questions:
- What is a financial advisor
- How to choose a financial advisor
- What it looks like to work with a FA
- How to prepare for a meeting with a FA
- Commission or Fee-based advisor
Connect with Rizek Housari:
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