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Financial Advisor Hub

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About Financial Advisors

  • Through a series of special reports listed in the tabs above, the FA Hub provides investors with straightforward, informative and relevant content that will make investment plans and strategies more transparent and easier to understand.

 

  • CNBC's Senior Editor at Large, focusing on financial advisors and their investor clients' long-term planning. Follow him on Twitter @jimpavia.

Financial Advisor Council

  • Ivory Johnson

    Founder, Delancey Wealth Management. 20 years of investment experience.

  • Diahann Lassus

    President, chief investment officer and co-founder Lassus Wherley.

  • Steve Lockshin

    Steve Lockshin is founder of Convergent Wealth Advisors.

Financial Advisor Playbook

Financial Advisors