Risk Tolerance Quiz

Please select the most appropriate answer to each of the following questions.

The conclusions made by this quiz are for illustration purposes only. Financial decisions should not be made solely based on the outcomes of this quiz as its accuracy cannot be guaranteed in every situation. Moreover, the reasonableness of certain information may change over time because of your personal circumstances. It is important that you consult with a qualified financial advisor to determine the best plan for your personal circumstances, as well as periodically review and update your plans as necessary.

Ralph Occhino
Ralph Occhino, CFP
Raymond James Financial Services, Inc.
17220 Newhope Street, Suite 216
Fountain Valley, CA 92708
Phone:
Toll Free
Fax:
Email:
(714) 708-7265
(800) 362-0314
(714) 708-7259
ralph.occhino@raymondjames.com
CA Insurance Lic. # 0584783

Raymond James Financial Services, Inc.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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