MONEYFITMD PODCAST

Episode 65: How to screen a financial advisor with Mariko Gordon CFA

Dr Latifat Akintade

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0:00 | 56:02

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A financial advisor is someone who works closely with you to help you organize your finances.

They help you achieve your financial goals.

They also help you save time, efforts and energy while managing your finances.

They not only know what you own and owe but are also aware of your financial strengths and weaknesses.

Naturally, you trust them, However, before you commit to a financial advisor, you want to make sure you’re hiring the best person for you and your situation.

In this episode, Mariko will be sharing some tips for choosing a financial Advisor that is right for you and your situation.

 

Mariko Osceola Gordon built a $2.5B money management firm from scratch, flying her freak flag high. It had a weird name, a non-Wall Street culture, and a quirky communication style. For years, she crushed it.


 A financial advisor is someone who works closely with you to help you organize your finances.

They help you achieve your financial goals.

They also help you save time, efforts and energy while managing your finances.

They not only know what you own and owe but are also aware of your financial strengths and weaknesses.

Naturally, you trust them, However, before you commit to a financial advisor, you want to make sure you’re hiring the best person for you and your situation.

In this episode, Mariko will be sharing some tips for choosing a financial Advisor that is right for you and your situation.

Mariko Osceola Gordon built a $2.5B money management firm from scratch, flying her freak flag high. It had a weird name, a non-Wall Street culture, and a quirky communication style.

She is also a poet, hypnotist, hula dancer, and serve as Treasurer on the Board of the Asian American Writers’ Workshop.

She can find out more about her from her website https://marikogordon.com

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Join us to learn how busy women physicians are creating financial freedom, building real options, and designing lives they do not need to escape from without waiting for traditional retirement.

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