3 Surprising Insights from a Former Financial Adviser

Knowing a little about what goes on behind the scenes can help investors get the most out of the relationship they have with their financial professional.

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It’s been more than a year since I’ve moved on from being a financial adviser to providing financial education. This transition has given me the benefit of both time and perspective, enabling me to take a fresh look at the financial advisory business.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Roger A. Young, CFP®
Senior Financial Planner, T. Rowe Price

Roger Young is Vice President and senior financial planner with T. Rowe Price Associates in Owings Mills, Md. Roger draws upon his previous experience as a financial adviser to share practical insights on retirement and personal finance topics of interest to individuals and advisers. He has master's degrees from Carnegie Mellon University and the University of Maryland, as well as a BBA in accounting from Loyola College (Md.).