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iQuestions Faculty, Ron Blue 
 
 
Question: 
 
Where can I go to find information on choosing a financial advisor? 
 
Answer: 
 
You know, I’ve spent 40 years in the financial services world and the 
last 25 years building and developing a financial planning practice that 
ended up serving over 5,000 clients in fifteen offices around the 
country.  The last three years since my retirement, I have spent 
teaching, training and interacting with other financial advisers outside 
of my own company.  What I’ve found in the financial services world is 
that there are over a million financial advisors, over ninety 
designations and all kinds of trainings. There is a tremendous amount 
of confusion and complexity, when it comes to how advisors are 
compensated and what really is their area of expertise.  
 
We have a website [www.ronblue.com] that you can go to, to find out 
the answer to what type of advisor do you need, their characteristics 
and what their designations mean. We have information there that will 
help you make that choice, if in fact you need a financial advisor. 
 
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