Women and Money: Unique Issues – Selecting Your Financial Professional Team
Vol. 2013 No. 8, Historical Fact Sheets
Vol. 2013 No. 8

Women and Money: Unique Issues – Selecting Your Financial Professional Team: FCS7252/FY1370, 7/2013

Historical Fact Sheets
https://doi.org/10.32473/edis-fy1370-2013
Published 2013-09-30
Brenda C. Williams
University of Florida
Diann Douglas
University of Florida
Martie Gillen
University of Florida
Lynda Spence
A calculator next to some money.
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How to Cite

Williams, Brenda C., Diann Douglas, Martie Gillen, and Lynda Spence. 2013. “Women and Money: Unique Issues – Selecting Your Financial Professional Team: FCS7252 FY1370, 7 2013”. EDIS 2013 (8). Gainesville, FL. https://doi.org/10.32473/edis-fy1370-2013.
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Abstract

On your road to building wealth, you may choose to engage financial professionals for guidance. Seeking out professional advice will include fees and expenses, so use care when selecting the appropriate services. There is a variety of financial professionals to choose from, including financial planners, investment specialists, accountants, attorneys, insurance agents, and bankers. Understanding the roles, expertise, and credentials of these individuals can help you select the most appropriate individual or team for your specific financial needs. This 4-page fact sheet was written by Brenda C. Williams, Diann Douglas, Martie Gillen, and Lynda Spence, and published by the UF Department of Family Youth and Community Sciences, July 2013.

http://edis.ifas.ufl.edu/fy1370

https://doi.org/10.32473/edis-fy1370-2013
view on EDIS
PDF-2013

References

Brennan, P., and B. O’Neil. 2009. Money Talk: A Financial Guide for Women. Ithaca, NY: Cornell University Natural Resources, Agriculture, and Engineering Services.

Chan, K., and K. Sweedler. 2013. Choosing a Financial Professional. University of Illinois Extension. http://web.extension.illinois.edu/financialpro/.

CFP Board. 2013. How to Choose a Planner. Washington, DC: Certified Financial Planner Board of Standards. http://www.cfp.net/.

Unless otherwise specified, articles published in the EDIS journal after January 1, 2024 are licensed under a Creative Commons Attribution-NonCommercial-NoDerivs 4.0 International (CC BY-NC-ND 4.0) license.