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Financial Information, Money Matters: Choosing A Financial Adviser


Dalya Inhaber, PhD, CFP explains the differences among the many kinds of providers of investment services, financial advice and financial planning.  The discussion includes: how they are regulated, how they are paid, what credentials they may have, the types of firms where they work, what questions to ask and what their obligations are to you.
Dalya Inhaber has a doctorate in Economics and became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2013. Dalya is a member of the Client Advisory Team, Private Client, at Gerstein Fisher, a financial advisory firm in New York City.  Dalya brings a rich interdisciplinary background in economic research, fixed income, investor education, and financial planning to her work with clients. Dalya is Director of Public Relations on the Board of Directors of the Financial Planning Association of New York.
Seating is on a first come, first seated basis unless otherwise noted.