Updated Friday, July 31, 2015 as of 3:24 PM 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.

Get access to this article and thousands more...

All On Wall Street articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

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
Add Your Comments:
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.

Already a subscriber? Log in here