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  2. Ray Lucia - Wikipedia

    en.wikipedia.org/wiki/Ray_Lucia

    Raymond Joseph Lucia, Sr. is an American former Certified Financial Planner, [1] former Registered Investment Advisor, [2] author, radio personality and television host. [3] He is host of The Ray Lucia Show, a nationally syndicated radio and television financial talk show on the Business Talk Radio Network and the Biz Television network.

  3. LPL Financial - Wikipedia

    en.wikipedia.org/wiki/LPL_Financial

    LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, over US$1 trillion in advisory and brokerage assets, and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.

  4. William Bengen - Wikipedia

    en.wikipedia.org/wiki/William_Bengen

    William P. Bengen is a retired financial adviser who first articulated the 4% withdrawal rate ("Four percent rule") as a rule of thumb for withdrawal rates from retirement savings; [1] it is eponymously known as the "Bengen rule". [2] The rule was later further popularized by the Trinity study (1998), based on the same data and similar analysis ...

  5. What Is a Financial Planner and When Do You Need One? - AOL

    www.aol.com/finance/financial-planner-one...

    A financial planner is a type of financial advisor whose main role is to help clients plan for the future. When you hire a financial planner, you gain access to a trained professional who can help ...

  6. 8 Ways You Can Benefit From a Financial Planner On Any ... - AOL

    www.aol.com/finance/8-ways-benefit-financial...

    Here are eight ways you can benefit from working with a financial planner. 1. Creating a Long-Term Financial Plan. Well, it’s the reason you’re going to a financial planner in the first place ...

  7. How to choose a financial advisor: 6 tips for finding the ...

    www.aol.com/finance/choose-financial-advisor-6...

    6. Check their professional credentials. Consumers looking for financial advisors should also check their professional credentials, seeking out well-recognized standards such as chartered ...

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