Finding a financial planner

oldmom4896
Sun, 18 Aug 2024 16:01:28 +0000

Each of them moved up the ladder at Vanguard. I started with them in 2015. I think I’ve had 5 or 6 planners. Each scheduled a call with their successor and me before the change. My current (at least 3 years) advisor was on maternity leave for 6 months and I had someone in her place.

I know I’ve posted this before: my then-adviser (young guy) sent me flowers when I graduated from social work school.