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.
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401(k) Webinar Hits The Mark With Advisors

Last Friday’s webinar with Charles Epstein, the 401(k) Coach, was a big hit, as you can see from the comments from attendees shown below. Epstein is a financial advisor who achieved success in the 401(k) business, so much success that he started a coaching program that has trained about 1,200 advisors. He’s also one of our featured blog...
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