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Up To Date

Selecting A Financial Planner To Manage Your Money

Experts say financial planning is often key to financial success but one of the biggest challenges is finding the right person to manage your money. A panel of wealth management professionals offer advice on how to find someone who is competent, trustworthy, and interested in helping you achieve your financial goals.

Guests:

  • Lucas Bucl is a principal with KHC Wealth Management.
  • Sandi Weaver is a CPA and owner of Financial Security Advisors.
  • Alex Petrovic is founder of Petrovic Financial Services.
Steve Kraske is the host of KCUR's Up To Date. Follow him on Twitter @stevekraske.
In addition to being KCUR's afternoon newscaster, Lisa Rodriguez covers city hall and other news around Kansas City. Follow her on Twitter @larodrig.