Your amazing online presence is right this way.

Create your profile
Capture who you are, what you do, and where you're going. All in one place.


5 Signs It’s Time to Break Up With Your Financial Advisor

Viewing on Levo:

Only you can see this list

When it comes to your financial advisor, breaking up can be hard to do.

Changing financial advisors can feel “almost the same as splitting up” a romance, says Patricia Jennerjohn, a certified financial planner with Focused Finances in Oakland, California, as the intimacy of financial knowledge can be deeper than the bonds of marriage.

“I’ve had people tell me things they haven’t told their wife or husband,” adds Celia Brugge, a certified financial planner with Dogwood Financial Planning in Memphis, Tennessee. “One client was diagnosed with cancer, and I was the first person they told because the first thing on his mind was, ‘how will I pay for treatment, and how will that impact my family?’”

While performance of your retirement savings...

Continue reading on

Make Levo Yours

Levo is the best place to contribute your inspirational thought leadership. Begin elevating the purposeful careers of our community by sharing your insights, data, and stories today.