Real Financial Professionals Blog

Real Financial Professionals connects consumers with investment professionals who have made a commitment to low-expense investing.

To qualify for a listing on RealFinancialProfessionals, advisors must be enrolled in a professional education program about low expense investing and financial planning.

Monthly classes are taught by independent thought leaders who have helped establish best practices for investment management and financial planning fiduciaries for over three decades: economist Fritz Meyer, portfolio design expert Dr Craig Israelsen, and tax and financial planning educator Robert Keebler, CPA/PFS.

RealFinancialProfessionals brings transparency to the opaque financial services industry by verifying an advisor’s subscription to continuing education about low-expense investing, quantitative analysis of economic fundamentals, and tax and financial planning.

Teams Supported On Portal Platform

  If you work with estate planning attorneys, tax specialists, and other allied professionals, we've added a valuable new feature to our Personal Client Portal (PCP) platform to support your practice.    The PCP platform offers you a To-Do Manager so you can assign action items to your clients—such as "Send in your account form," "Sc...
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