“I founded the Mutual Fund Store with the belief that every investor is entitled to objective advice and an advisor who’s
accountable for the results.”

Adam Bold
The Mutual Fund Store Founder

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What should I look for in a Financial Advisor?
Someone trained, credentialed and experienced in financial planning can help you design and execute a plan that best
meets your needs and tolerance for risk.
Qualifications - What degrees, certifications and designations has the advisor earned? For Example: A Certified
Financial Planner™ (CFP®), Chartered Mutual Fund CounselorSM (CMFC®) or Chartered Financial Analyst® (CFA®)
has been trained and tested in helping plan your portfolio.
Experience - How long has the advisor been working in the financial field? What firms has he or she been with? What
kind of clients have they served?
Process - Your Financial Advisor should outline a clear approach to designing the Financial Plan that fits you, including
analysis of your goals, needs and risk tolerance.
Support – Is your advisor going it alone or do they have research and analytics to support their advice?