A brief intro paragraph with background about the value of finding a knowledgeable and ethical financial advisor when living in the San Diego area, with multiple uses of the key phrases organically woven in.
Research an advisor’s credentials and disciplinary history
Detailed tips on checking an advisor’s background, licenses, credentials, complaints etc. to vet their trustworthiness. Use the provided articles to expand and elaborate.
Understand fee structures and potential conflicts of interest
Explain common advisor fee models (AUM, fixed, commissions etc) and how fee structures can reveal potential COIs.
Askpointed questions and review written agreements
What specific questions to ask, and what to look for in service contracts to protect your interests as a client.
A summary paragraph emphasizing the importance of thoroughly vetting financial advisors before entrusting them with your investments.