My Financial Advisor Attributes would include:1. (s)he is a CFP and CPA.2. has at least 10 years of experience.3. never, ever takes a commission for products purchased.4. segments his services: pure financial planning; tax solutions; investment advice; each of which is purchased separately.5. never ever recommends bundled life inurance / investment products.6. never ever recommends load mutual funds.7. prefer he never recommend any mutual fund except to invest in specific market segments that are difficult / impossible to get to without use of a mutual fund.8. has good fundamental and multiple resources for developing a stable of 100 to 150 stocks that are good beginning cannon fodder for selection.9. has good access to debt markets.10. is aperson I can like, trust & respect.Sorry to say that I have yet to meet this person, so I just continue struggling along doing it myself.TheBadger
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