Friday, November 22, 2013

The Essentials of Choosing a Financial Advisor

On Monday, December 9 at 7:00 pm at Bernardsville Public, Library, Devanshu L. Modi, Esq., a former Deputy Attorney General of New Jersey, will discuss important things to look for when choosing a family financial advisor.  Topics will include questions to ask your potential advisor in an initial interview, explanations of various designations like CPF and CFA, how to research the professional's background in the industry, and how to avoid common pitfalls.  The program will also help listeners to recognize things to look into and to look out for during the course of a relationship with an advisor.  This program is part of the library's on-going CARES (Community Assistance Resource & Educational Services) series. 

Mr. Modi was admitted to the New Jersey bar in 2000 and the New York bar in 2003.  From November 2000 to September 2003, he served as a Deputy Attorney General for the State of New Jersey, Department of Law and Public Safety, Division of Law.  He was assigned to represent the New Jersey Bureau of Securities where he had previously worked as an Investigator/Regulatory Officer.

Mr. Modi was appointed by the New Jersey Supreme Court to be the Chair of the New Jersey District XA Ethics Committee (2012 2013 term), and he is Vice President of the Harding Township Board of Education and Co Chair of the Harding Township Historic Preservation Commission.   He also serves as a member of the New Jersey State Bar Association, Morris County Bar Association and Public Investors Arbitration Bar Association.  His areas of practice include securities arbitration, administrative law, civil litigation, business planning and organization, business transactions, estate planning and estate administration.

There is no charge to attend the program, but advance sign-up is requested.  Register online at and follow the link from Adult Programs, or call the library at 908-766-0118 to sign up. 

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