So you are looking for a investment professionals and you come across this strange word "SmartVestor Pro". Let's dive into what a SmartVestor Pro is and what makes them special!
SmartVestor is the program we created to help folks find trusted investment professionals either in their area or nationally(only if there are not any local professional in your immediate area). A SmartVestor Pro can help you with things like...
- Determining which mutual funds are right for you
- Discovering how to make the most of your investments
- Creating a plan to reach your retirement goals
When it comes to becoming one of our SmartVestors it is no easy task! We seek to partner with SmartVestor Pros who align with Dave’s investment philosophy as well as align with our mission here at Ramsey. We want working with a Pro to feel like an extension of our team. In addition, we require a minimum of two years full-time experience in investing. Our SmartVestor Pros must also be in good standing with the SEC (Securities and Exchange Commission) and FINRA (Financial Industry Regulatory Authority).
We always recommend interviewing several professionals to decide who will be the best fit for you. When you input your zip code on our website, you will receive a list of SmartVestor Pros who serve your area.