“5 Things To Look For When Hiring a Financial Planner or Financial Adviser”, with David Pipp and Tyler Gallagher

Tyler Gallagher
Nov 6 · 11 min read

When it comes to interviewing your prospective advisors, make sure you pay attention to how interested they are in you and your financial goals. If your prospective advisor isn’t asking you about your financial goals and what you want to do with your money, keep looking.

As part of our series about what one should look for when hiring a financial planner or adviser, I had the pleasure of interviewing David Pipp. David and his wife Cassie run the personal finance website called Living Low Key. Their goal at Living Low Key is to help as many people as possible take control of their finances, pay off their debt and save more money so they can live their best life! Investing has been a big part of their financial success and they have seen their share of good and bad financial advisors.


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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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