What is an Independent Financial Advisor Los Angeles - Samuel Rad, CFP: Client Experience
Samuel Rad is CFP and an Independent Financial Advisor Los Angeles. This video is a Client experience about Samuel Rad who is an independent financial advisor with Affluencer Financial in Los Angeles. She has been working with Sam for over 7 years.
You may wonder what the difference is between an "independent" financial advisor and one who is not independent. It's actually pretty simple! An independent financial advisor works for a firm that does not create its on products, rather it can use products from all investment companies out there. This allows the independent financial advisor to have unbiased access to all investments for your benefit rather than being limited by the products that their firm restricts them to. For example, most national firms have their own brand of products so their financial advisors are pushed and limited by management to only sell their own product line.
Another big deal is to find a "fiduciary" independent financial advisor..
When seeking a fiduciary financial planner, it's important to ask the right questions to make sure that the financial advisor is working in your best interest and not in the interest of the company which they work for. Most National firms have financial advisors whos fiduciary duity is to their firm, and not to you (their client).
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