How do I choose the right financial advisor near Charlotte?

One of our best pieces of advice is to look for high-quality credentials.   For financial planning and retirement planning, you will want to work with a CERTIFIED FINANCIAL PLANNER ™ professional.  For investment advisory, it's wise to look for someone who has attained the CFA ® (or CHARTERED FINANCIAL ANALYST ®) credential.   

Then, also be sure to find someone who takes the time to listen to your financial goals and learn what is really important to you.  That will help ensure you hire someone who prioritizes your best interests.  While it's important that financial professionals offer advisory services, you also want someone who will support you in achieving your goals.