Finding the Right Financial Planner During a Recession

Navigating your way through a financial downturn takes resolve and know-how. Having the right person at your side during this touchy time could be critical.

Two hikers look at a map on a sunny day.
(Image credit: Getty Images)

The word “recession” itself is often panic inducing for many people, and it can lead to investors making snap decisions that can be detrimental to their financial health. Working with a financial planner during a bear market may help investors to feel more prepared and confident that they can weather anything that may come their way.

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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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Andrew Rosen, CFP®, CEP
President, Partner and Financial Adviser, Diversified, LLC

In March 2010, Andrew Rosen joined Diversified, bringing with him nine years of financial industry experience.  As a financial planner, Andrew forges lifelong relationships with clients, coaching them through all stages of life. He has obtained his Series 6, 7 and 63, along with property/casualty and health/life insurance licenses.