Mikial Nijor, Finding the right financial advisor can seem intimidating and complex, but you can use a few strategies to make the search easier. The most important step is to determine what your goals and needs are when it comes to financial planning and management. Once you have a clear picture of your financial situation, it will be easier to determine which advisor fits you. 

Mikial Nijor says another source of information is the Investment Adviser Public Disclosure (IAPD) database. This online search engine will provide you with important information about advisors such as the registration status and educational background. This information lets you narrow down your list of possible advisors.

He describes you can also research the credentials of the advisors that you are considering. Financial planners often have certifications such as the Certified Financial Planner or Chartered Financial Consultant designation. Check to see if they have received these or any other credentials and confirm the credentials with the relevant organization.

Mikial says you should schedule an in-person consultation with any potential financial advisors you may be interested in. This is the best way to gauge whether or not the advisor will be a good fit. Take this time to get to know the advisor, their experience, and what services they can offer you. Pay attention to their communication skills, customer service, and the information they provide. You should also make sure to inquire about fees and services as well as references from other clients.