Vance on CNBC.com: Switching Jobs? Don’t Make These Mistakes with Your Retirement Plan
“There are some bad actors with great personalities,” said Vance Barse, a wealth strategist at Manning Wealth Management in San Diego. “Not everyone needs an advisor, but it’s important to know the difference between brokers and fiduciaries,” he said.
See Switching Jobs? Don’t Make These Mistakes with Your Retirement Plan on CNBC.com.