What You Should Look for in a Financial Professional

The vast majority of Americans value the advice of a financial professional. Here’s how to choose the right one for you.

Choosing a face from among several pictured on a deck of cards.
(Image credit: Getty Images)

For most Americans, the do-it-yourself approach to finances can only get you so far.

While many people start out managing their own long-term financial plan, when life changes bring new challenges, they may decide it is time to start working with a financial professional. These changes could be moving into a new stage of life, such as getting married or having a child, or considering financial opportunities, such as buying a home or starting a new job.

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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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Kelly LaVigne, J.D.
Vice President, Advanced Markets, Allianz Life

Kelly LaVigne is vice president of advanced markets for Allianz Life Insurance Co., where he is responsible for the development of programs that assist financial professionals in serving clients with retirement, estate planning and tax-related strategies.