Liz Davidson

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About Liz Davidson

Liz Davidson is CEO and Founder of Financial Finesse, a Los Angeles based firm, providing millions of Americans with access to unbiased financial guidance through workplace financial wellness solutions. In 1999, she spearheaded the movement to institutionalize financial wellness programs in the workplace and has influenced legislation around requirements for financial professionals to ensure they work in the best interest of investors through the fiduciary standard.

As an advocate for investors, Liz is a pioneer of the financial wellness movement. She lays out the ways that workers can find their own financial security in her upcoming book, "What Your Financial Advisor Isn't Telling You," which will be published by Houghton Mifflin Harcourt in January, 2016.

Additionally, Liz has been tracking and analyzing trends in employee financial issues for over 15 years and provides commentary to Financial Finesse's corporate clients as well as to human resources and financial media. She is considered an expert in the field of workplace financial wellness and behavioral finance and speaks regularly at national conferences on related issues. She also publishes a column on Forbes.com around employee financial issues.

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$15.19

Kindle Edition

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What Your Financial Advisor Isn't Telling You: The 10 Essential Truths You Need to Know About Your Money 05/01/2016

by Liz Davidson

( 56 )

$15.19

Protect your money with this “accessible and practical” guide to hiring and working with financial advisors (Publishers Weekly, starred review).

Hiring a trained expert to safeguard and grow your wealth seems like a foolproof decision, but it can go awry for many people. You should never blindly trust that your advisor has your best interests at heart—and while there are many benefits to working with a financial pro, there are some things you should know first.

Drawing on her insider’s knowledge of how the financial advice profession really works, Liz Davidson shows how to judge whether an advisor is going to help or harm your savings. This no-nonsense guide covers questions such as:

How should you decide if you really need an advisor?
What financial moves can you make without their help?
What important questions should you ask before trusting them with your money?
What are the red flags you should run from?
What does all their jargon really mean?

Learn how to take control of your financial well-being—either with a financial advisor or without one.

“This book is mandatory reading for anyone who wants a better understanding of how to manage their money.” —Mary Beth Franklin, InvestmentNews

“Valuable tools for managing one’s personal finances for maximum results.” —Publishers Weekly, starred review

Other Formats:: Audible Audiobook , Hardcover , Paperback , Audio CD

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