Pass On The Pitch: 5 Questions to Ask When Hiring a Financial Professional

Evaluating which pro to guide your retirement plans takes more than passively listening to a sales pitch. Speak up.

(Image credit: Rene Mansi)

Choosing a financial professional can be a daunting task.

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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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Chris Abts, Investment Adviser Representative
President, Cornerstone

Chris Abts is president and founder of Cornerstone in Reno, Nevada. He holds a Series 65 securities registration and has earned the Certified Estate Planner (CEP) and Chartered Retirement Planning Counselor (CRPC) professional designations.