“5 things to look for when hiring a financial planner or adviser”, with Steve Sivak and Tyler Gallagher

Tyler Gallagher
Nov 6, 2019 · 7 min read
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Anyone can benefit from working with an advisor, even people with a negative net worth. The perception is that we just take your millions and manage it for you, and while there are advisors that do just that, good ones will provide much more value than just trading your investments. We help people with cash flow, estate planning, insurance needs, tax planning, student loans, real estate, educational funding… There is so much more to it that can benefit anyone.

As part of our series about what one should look for when hiring a financial planner or adviser, I had the pleasure of interviewing Steve Sivak. Steven Sivak has spent 16 years in the financial services business, working with clients through several market cycles and multiple Wall Street firms. Client frustrations with the ‘Big Bank’ model led him to create Innovate Wealth, a financial advisory and investment management practice that refocuses the business away from a product sales culture and back to the clients. Innovate Wealth focuses on education, investor behaviors, and affordable, evidence-based investing.

Authority Magazine

Leadership Lessons from Authorities in Business, Film…

Tyler Gallagher

Written by

CEO and Founder of Regal Assets

Authority Magazine

Leadership Lessons from Authorities in Business, Film, Sports and Tech. Authority Mag is devoted primarily to sharing interesting feature interviews of people who are authorities in their industry. We use interviews to draw out stories that are both empowering and actionable.

Tyler Gallagher

Written by

CEO and Founder of Regal Assets

Authority Magazine

Leadership Lessons from Authorities in Business, Film, Sports and Tech. Authority Mag is devoted primarily to sharing interesting feature interviews of people who are authorities in their industry. We use interviews to draw out stories that are both empowering and actionable.

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