List Of Financial Advisers To Ask For Help


Winning the lottery is a life-changing event. It is a high point that not everybody has the chance to experience. Thus, you must not only play responsibly but also win responsibly.

You sought the help of a lawyer to assist you through the legal matters involved when you have won the lottery. You also need a financial expert to guide you in safeguarding and possibly growing your windfall.

Accountant And Financial Adviser

An accountant or CPA is the professional who will help keep track of your finances. He may also deal with any tax obligations that come with winning the lottery jackpot. You may look for a CPA with financial planning appointment such as through the American Institute of Certified Public Accountants.

The financial adviser is an expert who can teach you about managing your wealth. Know how to smartly spend your winnings. Find out where to invest and generally plan your finances for the future. With a financial adviser, you will learn how to make your money safe and how to make it grow continuously.

There are things that a financial adviser might not have the expertise to do, such as tax planning and estate planning. These are the jobs that an accountant and a lawyer, respectively, could do for you. More importantly, understand that a financial adviser might not manage any business you are planning to start with your windfall.

If you intend to start a business, then you must seek help from other professionals. You might need to enroll in a short business administration course. After all, it is you who need to have your hands on your business venture.

Robert Pagliarini, CFP, EA

Pacifica Wealth Advisors, Inc.

Robert Pagliarini is the author of The Sudden Wealth Solution: 12 Principles to Transform Sudden Wealth Into Lasting Wealth.

Liz Weston

Personal Finance Columnist

Liz Weston is a personal finance columnist for NerdWallet. Questions may be sent to her by using the contact form on her website.

Nick Holeman, CFP

Certified Financial Planner

Nick enjoys teaching others how to make sense of their complicated financial lives. Nick earned his graduate degree in Financial and Tax Planning and has since helped countless individuals and families achieve their goals.

Elle Kaplan

CEO and Founder

After working on Wall Street in investment banking, sales and trading, and obtaining an Executive MBA in Finance, Kaplan started her own firm to offer asset management and retirement planning. She and her team can craft a plan so you can live a retirement free from financial worry.

Lance Scott


Lance Scott founded Bay Harbor with the mission to be a trusted financial partner by helping clients focus on living life with financial confidence – today and long into the future.

Stacy Francis CFP®, CDFA™, CES™

President & CEO
Francis Financial, Inc.

Stacy owns an award-winning fee-only comprehensive Wealth Management firm dedicated to providing clients ongoing financial guidance.

Finding The Trustworthy Advisor

A lottery winner will immediately notice how people appear out of nowhere “offering help” in managing your money. Some of them might be authentic advisers, others offer business opportunities and others simply expect to receive handouts.

Yet, the advisor you need might not be knocking on your door or sending you email to market his service. You might need to look for him by asking for referrals or visiting any of the sources below. Interview about 3 advisors and ask the correct questions when choosing the best one.

During the interview, take note if the adviser possesses some crucial qualities.

Look for an adviser with a good personality. He does not need to be funny, but he has to get along with you since you will be working closely together. You should honestly express yourself to the advisor to see how he will accommodate you.

Settle for someone who is attentive to your inquiries and needs. Therefore, take note if this person tries to ask and understand what your goals, situation, risk and concerns are. The adviser pays attention to you if he takes time to answer your questions.

Advisors have different specialties, experience and education. Choose one whose skills and knowledge are suitable to your needs.

Choose an advisor whose payment structure aligns with what you prefer. There are advisors who strictly collect fees while others want a commission from your investments.

More Wealth Advisors and Managers

Find a personal financial advisor in the following links below:

The National Association of Personal Financial Advisors

Garrett Planning Network

Investopedia’s Top 100 Most Influential Financial Advisors

The Top 100 Wealth Managers

The Biggest and Best Wealth Management Firms

Wealth Managers Directory

More Help

How to Find the Best Financial Advisor Near Me in Easy Steps

9 Best Financial Advice for Lottery Winners

The very first thing you should do if you win the $800 million Powerball

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