Radden Education Institute

Call 602-808-3423

How Do I Select a Competent Financial Advisor?

Accredidations to look for in an advisor:

  • CLU® (Chartered Life Underwriter)
  • ChFC® (Chartered Financial Consultant)
  • AEP® (Accredited Estate Planner)
  • CFA® (Chartered Financial Analyst)
  • CTFA® (Certified Trust and Financial Advisor)
  • CFP® (Certified Financial Planner)



Company he or she represents:

  • Financial strength ratings by firms such as Moody’s and Standard & Poor’s
  • Length of time in business and success weathering storms
  • Insurance policy language designed to benefit the owner, not the insurance company


  • Ask: How is your advisor paid? Fees (by the hour, by the job or performance based), commission, both? We take no position as to whether one is better than another; just get clear on it in advance.

Radden Education Institute is a national firm headquartered in Phoenix, Arizona, the fifth largest city in the United States. We are primarily engaged in financial security education for physicians.

Step 5: Run the Numbers Before Choosing a Repayment Option or Consolidating your Student Loans

Radden Education Institute shows physicians how to AVOID MANY OF THE DISASTROUS FINANCIAL EFFECTS OF THE 4 D’s:

  • Death
  • Disability
  • Divorce
  • [being] Dumb

Posted on Thursday, January 5th, 2012 at 4:37 pm under Resources.