Keep the Cherries Throw Away the Pits

Does Your Financial Advisor Know the Difference?

By: George N. Luciani

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Pub Date: July 7, 2016

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Your basket is full: full of your life’s work, savings, goals, and hopes for the future. How are you to pick the right advisor to manage these precious things? Or perhaps more urgent―is the advisor you already have the right person for the job? Reliable information is critical to cherry-pick the right financial advisor for your needs, and in Keep the Cherries, Throw Away the Pits, Luciani provides you with the insight into the financial marketplace to:

• locate a professional you can trust
• avoid pitfalls
• recognize misleading sales practices
• create value by growing and protecting wealth

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George N. Luciani

Founder, Capital Planning Advisory Group, Inc.

George N. Luciani, CFP® is a fee-only investment advisor with thirty years’ experience. As a Certified Financial Planner™, George consults with high-net-worth clients and directs their financial needs with their…

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