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Steve Ciepiela: Picking a Financial Planner

Jul 07, 2020

Steve Ciepiela believes that you should interview several financial advisors before picking ‘the one’. With such a personal decision, being nervous is normal, and it’s important you pick one that you’ll feel comfortable around.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Charles Stephen & Company is not affiliated with Kestra IS or Kestra AS.