Shows / Financial Planner Search
Financial Planner Search
Finding a financial advisor is easy. Finding the right one is hard.
Most advisors look the same on paper — credentials, services, a polished website. But what you actually need to know is how they think, how they treat people, and whether you'd even enjoy working with them.
That's what Financial Planner Search is for.
Each episode, we sit down with an independent financial advisor for an honest, in-depth conversation. No sales pitch. No jargon. Just a real look at who they are, how they work…
Episodes
- Financial Planner Search
Personalized Planning & Special Needs Advocacy with Tom Belding | Financial Planner Search
In this episode of Financial Planner Search, Tom Belding discusses his adaptive and personalized approach to financial planning and investment management. He…
- Financial Planner Search
Wealth Management & Client Relationships with Derek Pantele | Financial Planner Search
In this episode of Financial Planner Search, Derek Pantele, a wealth advisor and CEO of Affinity Financial, discusses his approach to wealth management and…