Q: My father's financial advisor has weirdly personal relationship with him. It feels inappropriate and I do not trust her.
is there a code of ethics that limits the amount of personal involvement an advisor can have with his/her clients?
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A:
I'm really sorry you're going through this difficult situation. It's important to prioritize your father's well-being and ensure his financial matters are handled appropriately.
Start by having an open and honest conversation with your father about your concerns. Express how much you care and emphasize the importance of having a trustworthy advisor. If he’s receptive, suggest bringing in another professional to review his financial plans together.
Additionally, consider consulting with an attorney who can guide you on the best steps to protect your father's interests. Involving other family members might also provide support and help ensure that his affairs are managed safely and respectfully.
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