What Is a Private Professional Fiduciary?

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Ellen Cookman - Special Needs Trust Attorney

Ellen Cookman - Special Needs Trust Attorney

Күн бұрын

Пікірлер: 11
@adamweah8037
@adamweah8037 7 ай бұрын
You just have to be aware of what you are doing, I am glad my fiduciary led me through the right paths,its been greens
@smithdavis1362
@smithdavis1362 7 ай бұрын
What is the name of your fiduciary ? I’m in dire need for one
@ryanthompson8256
@ryanthompson8256 7 ай бұрын
Exactly my p.o.v ,one needs a FA to navigate the market properly. i also have who i work with
@michelleabraham1732
@michelleabraham1732 7 ай бұрын
Yeah, I’m also closing in on retirement, and I have benefitted much from using a financial advisor. I didn’t really start early, so I knew the compound interest of index fund investing would not work for me. Funny how I pulled in more profit than some of my peers who have been investing for many years.
@adamweah8037
@adamweah8037 7 ай бұрын
Sure, ‘Laura Grace Abels’ is the licensed advisor I use. Just research the name. You’d find necessary details on the web to set up an appointment
@grinjohnson6452
@grinjohnson6452 7 ай бұрын
Her technical analysis is excellent and her interpretation/projections of the market is so accurate I sometimes ask myself if she is human haha. Point is, Laura is the perfect trader to follow for advise and daily signals
@elizabethfarley8678
@elizabethfarley8678 2 ай бұрын
I am a notary currently and very interested in a career as a fiduciary. Can you tell me where is a good place to start as far as education and experience to become a fiduciary?
@ellencookman-EstatePlanningSNT
@ellencookman-EstatePlanningSNT 2 ай бұрын
If you're in California, I think PFAC (Professional Fiduciary ASsociation of California) is really good - they have local chapters and provide some great information and networking.
@elizabethfarley8678
@elizabethfarley8678 2 ай бұрын
Thank you!!
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