Updated Tuesday, September 2, 2014 as of 12:37 AM ET

Free Financial Planning Advice? Just Say No

Mingling at a dinner party several months ago, Steven Pomeranz, a financial planner in Boca Raton, Fla., found himself seated next to a corporate CFO who manages his own wealth. After learning that Pomeranz was an investment advisor, the executive started expounding about what he thought Pomeranz should do in the stock market - then asked for advice about specific companies in his own portfolio.

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Comments (1)
Having the confidence and gut on himself/herself for the wealth management or planning for the finances is a good thing, but I think that everyone can't handle this, especially the business personals who have a very busy daily schedule. So, having a professional financial planner would be better to manage you finance related issues.
Posted by tasha | Monday, June 24 2013 at 12:47AM ET
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