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.


The Best Financial Planners Share These 5 Traits

Viewing on Levo:

Only you can see this list

Everyone is trying to part you from your money, explains Sheryl Garrett, with a dash of hyperbole.

Garrett is the founder of the financial advisory Garrett Planning Network, and her observation rings true. Maybe not “everyone” is trying to make you a sucker, but you do have to learn how to distinguish the best planners from less desirable ones. Above all, you need to find a financial advisor who works for you, not against you.

When selecting an advisor, you can opt for the traditional route, a human advisor, or go a bit more modern with a robo-advisor. You can even take a hybrid approach, using a robo-advisor for some tasks and a human for more personalized or complex issues. Whichever you select, you should know how to pick an advisor...

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.