Episode 095 

Demystifying the Financial Advice Industry for Everyday People with Deborah G. Nason, MA 

Deborah Nason is a freelance business journalist who has covered the investment industry for InvestmentNews since 2005 and CNBC.com since 2013. She has been awarded the Investment Foundations™ certificate from the CFA Institute. Her writings can be seen at www.c4sb.com and www.cnbc.com/deborah-nasonEarly in her career, Ms. Nason was contributing editor and lead writer for the Blue Ridge Business Journal in Roanoke, Virginia, as well as a contributor to both statewide and national publications. She has owned several small businesses and holds an M.A. in Management and Human Resource Development. 

 She serves on the board of the NY chapter of the American Society of Business Publication Editors, and is an adjunct professor with Post University in Waterbury, Conn., teaching classes in business communications and personal finance. Deborah is also the author of “The People’s Guide to Finding the Right Financial Advisor: Demystifying the Financial Advice Industry for Everyday People”. 

Notes: 

In this episode, Luis talks about the following and more: 

  • The different types of ways financial advisors get paid  
  • Where to search when you need to find a financial advisor  
  • The certifications to know about before hiring financial advisors 
  • How to identify when you need a financial advisor by your side 
  • Red flags to look out for when hiring a financial advisor 

Resources: