Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
http://radicalpersonalfinance.com
459-Don't Trust Your Financial Advisor!
Many people are far too free with their personal financial information. This can be very dangerous.
You cannot expect your financial advisor to keep your personal information private, secret, and secure.
You've got to take steps to protect yourself.
Joshua