Need Financial Advisor Recs for Trust (Kid turning 18)

Hi BPN families.

Years ago, we received a financial settlement for a birth injury that happened to our child. Thankfully they're doing well. The injury wasn't severe. They will soon turn 18. Do you have any recommendations for a financial advisor that has experience in this area (former special needs kid receiving funds in a trust upon turning 18) in the Berkeley/Oakland/Alameda/Albany/Richmond area? Prefer someone who isn't going to cost a lot of money. I'm concerned about taxes and other things related to him putting his money in the right place vs the wrong place. We do have a trustee but I want someone who can really help us navigate. We are currently not swimming in funds but this money will be a major game changer for our kid and I just don't want the money squandered. 

I don't have a lot of smarts when it comes to money so I thank you in advance.

Parent Replies

Parents, please Sign in to post a review on this page.