If you’re interested in working with a CFP® , CERTIFIED FINANCIAL PLANNER™ Professional, the most important thing is that you find someone whom you like, trust, and see value in the expertise they can provide to your finances.
Don’t be afraid to ask questions. A good financial planner will take the time to explain your options to you, share with you the advantages and disadvantages of every option, that way you can make educated decisions for your future.
Trust yourself and listen to your gut when deciding whether or not you should work with a potential financial advisor. Remember, no matter who you choose, that financial advisor or financial planner works for you and should always operate in your best interest. It is important that you select someone who values you as a client and treats you with respect.
As you search for a Financial Advisor or Financial Planner, I think asking someone whom you respect and trust is a great place to start. However, if you still seek a second opinion, we'll be happy to talk to you at no cost or obligation.
While we have several professional designations that on-paper indicate we know a thing or two about money, we don't know it all. But rest assured, in in a manner of minutes, we will reach out to subject-matter experts and will provide you with the right answers.
Jorge Blanco is a Certified Financial Planner™ in Tampa, FL
Please note, I am only accepting a small number of clients at this time.
I work with individuals and couples of all ages who live across the continental U.S., and all over the world.
Many of my clients are business owners throughout Tampa Bay, so I have extensive experience with the unique financial planning needs that entrepreneurs require.
I also work with successful professionals, such as executives, lawyers, and physicians who need help navigating the complexities of their financial lives (retirement planning, student loans, high taxes, investment management, etc).
I work with baby-boomers and who are in the cusp of retirement as well dozens of them who are now retired enjoying the fruits of their hard work and our retirement planning guidance.
And a little quote I think it's timely during these times of uncertainty with the COVID 19 Pandemic and the uncertainties surrounding the stock market today:
"For over 240 years it's been a terrible mistake to bet against America, and now is no time to start." –Warren Buffett