Can Name Recognition Be A Bad Thing?

By Terrance Green, CFP ®, AIF ®

San Diego may be immune to bad weather, but we are susceptible to bad financial advice. Nearly everyone at some point in their life has sought out the advice of a financial professional. But whom can you trust? Sometimes, name recognition isn’t necessarily the best option. You should consider that:

For further reading about the industry’s conflicts of interests, check out “License to Steal” by Timothy Harper, HarperCollins Publishers, 1999.

Terry Green, CFP ®, AIF ® is an independent, fee-only financial planner with Blue Water Capital Management. He can be contacted at (858) 552-1488 or

Printable PDF version

> Back to Media Appearances