Looking for a financial advisor in San Diego, CA If so, you’re in the right place. I’m Vance Barse, CPWA®, AIF®, and I taught leading financial advisors nationwide for a decade before founding Your Dedicated Fiduciary®. My firm is based right here in San Diego, CA.
In healthcare, licensed medical doctors take the Hippocratic oath, which is to first do no harm. Unfortunately, the same standard does not exist in wealth management, so it’s up to you to do your homework. The problem is, you were never taught the right questions to ask when it comes to hiring a financial advisor.
That’s why I wrote Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor. This simple and insightful guide gives you the inside scoop on financial advisors and outlines the key questions to ask so that you can hire the right financial advisor for you.
To receive your free copy, please CLICK HERE.