Registered Financial Specialist (RFS)

WiserAdvisor is the oldest and the largest independent network of financial advisors.

Summary:

Advisor must have at least three years of financial planning experience, and have earned a bachelor's degree in finance, tax or financial services OR have obtained a CPA, law degree, MBA, PhD, Chartered Financial Analyst (CFA) or a Master's degree in a related field. Candidates must then complete an examination, agree to a code of ethics, and complete 15 hours of continued education a year.


Issuing Organization:

American Academy of Financial Management (AAFM)


Website:

www.financialanalyst.org

I want to take charge
Match Me with 2 to 3 Advisors
based on my specific needs


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What is the size of your investment portfolio?
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Results from people who have used the "Match Me" form above

Profile

Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

Portfolio Size:

$450K

I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.