What Women Want in a Financial Adviser

They’re put off by aggressive sales tactics and excessive jargon.

(Image credit: FERRAN TRAITE (FERRAN TRAITE (Photographer) - [None])

One way women can gain confidence as investors is to use a spouse, partner or trusted friend as a sounding board (see How to Be a Confident Investor). Add to that list a financial adviser. Reader Ann McCool writes that after being recently widowed, “The best thing I did was to find a good financial adviser. That person has helped me not only with investments but also with tax issues and estate planning.”

Subscribe to Kiplinger’s Personal Finance

Be a smarter, better informed investor.

Save up to 74%

Sign up for Kiplinger’s Free E-Newsletters

Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.

Profit and prosper with the best of expert advice - straight to your e-mail.

Sign up

To continue reading this article
please register for free

This is different from signing in to your print subscription

Why am I seeing this? Find out more here

Janet Bodnar

Janet Bodnar is editor-at-large of Kiplinger's Personal Finance, a position she assumed after retiring as editor of the magazine after eight years at the helm. She is a nationally recognized expert on the subjects of women and money, children's and family finances, and financial literacy. She is the author of two books, Money Smart Women and Raising Money Smart Kids. As editor-at-large, she writes two popular columns for Kiplinger, "Money Smart Women" and "Living in Retirement." Bodnar is a graduate of St. Bonaventure University and is a member of its Board of Trustees. She received her master's degree from Columbia University, where she was also a Knight-Bagehot Fellow in Business and Economics Journalism.