Blog Client Login
Menu

How to Select an Advisor that's Right for You

Download our Guide, "How to Select the Best Financial Advisor for your Retirement Planning Needs"

Hiring the right financial professional to oversee your life’s savings is one of the most important decisions you can make.  It could be the difference between living your retirement years as you hoped and planned, or having to downsize your lifestyle or go back to work to ensure that your sources of income will last as long you do.

Our complimentary guide will help guide you through the process of hiring the right financial advisor for your specific needs.

We hope you enjoy the guide!

How to Select

Questions to Ask

Are you using an objective process to select a financial advisor?  Read our eBook for important tips you can use.

Learn More

Pacific Investment Research

Pacific Investment Research is a boutique investment advisory firm that provides financial planning and investment management services to investors throughout California.  We have more than 25 years of experience helping individuals and couples accumulate and preserve the assets they need for a secure financial future.  As fee-only fiduciaries, we put our clients' best interests first.
paladinregistry
Paladin Certified
This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Click Here to view Paladin’s research report for this professional or firm.

Connect with us

© 2024 Pacific Investment Research. All rights reserved.