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.

Your House Is On Fire!

  Many independent investment advisors are doing a poor job of due diligence on alternative investments, according to a survey taken this week by Advisor Products.  A majority of respondents to the survey, 63%, say they have no formally documented due diligence process, and 54% say they do not have a consistent "standard" list of document...
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