It's not easy to find and research the backgrounds and reputations of financial advisors on your own. Fortunately, Wealthramp does this for you. CEO Pam Krueger has personally vetted every single advisor that you can be matched with through Wealthramp.
Every advisor must meet Pam's strict criteria:
- They are fiduciary advisors who are legally and ethically committed to working only for you.
- They are fee-only advisors, paid directly by you--they don’t receive any commission for selling investment products or insurance.
- They meet the highest standards of professional integrity and honesty.
Best of all, any advisor you’re matched with can meet with you VIRTUALLY, BY SCHEDULING A phone call, or FACE TO FACE meeting at Rolling F Credit Union’s Turlock location.
Get Matched in Two Minutes Using Three Simple Steps
At no expense to you, Wealthramp gives you access to the only expertly vetted fiduciary advisor network
Fill out a confidential questionnaire
- Your answers help Wealthramp understand your specific financial concerns and priorities
- Provides information to help Wealthramp provide the best match with local advisors
Review suggested matches
- View profiles of advisors that match your profile and financial needs
- Each profile includes detailed background information, including work history and industry licenses and certifications
Meet with your ideal match
- Use the meeting scheduler app next to the profile to request an initial consultation meeting at a time that’s best for you
- Choose how you’d like to meet– by phone, virtually, or in person at Rolling F Credit Union
- Your information will only be shared with the advisor when you request a meeting
You are under no obligation to hire any advisor, even after you meet with themGet Matched