Farnoosh Torabi, one of America’s most trusted personal finance experts, a bestselling author and host of the widely popular So Money podcast, selected Wealthramp as her exclusive financial advisor matching partner. The collaboration will provide So Money members and listeners with access to Wealthramp’s network of over 230 independent, fiduciary Registered Investment Advisors and financial coaches. Visitors to wealthramp.com/farnoosh will be able to connect with vetted, fee-only financial advisors that fit their money priorities and fee preferences.
“I’m honored to join Pam and introduce my audience to her highly qualified financial advisors,” said Farnoosh Torabi. “How to connect with talented and trustworthy planners – who understand our fears, needs and goals – is one of the biggest questions asked in my community. I’m thrilled to introduce everyone to Wealthramp and support more Americans along their wealth building journey.”
When people visit wealthramp.com/farnoosh they are invited to complete a quick survey, which uncovers their money priorities, goals and expectations for working with an advisor. Wealthramp’s digital platform immediately provides up to three advisor matches. Individuals are encouraged to take their time reviewing these advisor recommendations to learn more about each advisors’ credentials, fee structures, and approach to client service. When ready, consumers have the option to schedule a meeting with any or all of their matched advisors. The first meeting with any advisor is always free, and there is no obligation to hire any professional.
“Trying to pinpoint the right financial advisor can be an overwhelming, time-consuming task. There are so many factors that play into this decision – everything from an advisor’s specialization and communication style to fee structures,” said Pam Krueger, founder of Wealthramp. “I’ve designed our platform to be the most efficient and transparent way to find a financial advisor people can trust.”
Other matching sites sell customers’ personal information to advisors who pay to solicit them as “leads.” This practice ultimately tarnishes the quality of the recommendation. Wealthramp is fiercely protective of the consumer experience and is the only service that never sells or shares personal information with any advisor without consumers’ permission. The platform’s main objective is to make recommendations for the long term, based on true compatibility and confidentiality. Wealthramp has the strictest vetting standards in the industry and will never recommend a broker or insurance agent. Individuals can move at their own pace with the confidence that they will be matched to a qualified fee-only advisor with the right expertise and price point to fit their situation – and without concern of being harassed by unwanted sales calls.
Since 2019, Wealthramp has matched more than 20,000 people with fiduciary advisors with client retention rates of over 98%. Wealthramp’s vetted advisor network is nationwide and diversified by geography, specialty, gender and fee model. With a variety of project scopes and fee options, Wealthramp can serve consumers at all income and asset levels. Learn more about the partnership and why Farnoosh trusts Wealthramp to match her audience to the right advisors by catching their episode of So Money.
