Vet technologies, you need an associate degree and personal financial adviser, with a bachelor's degree, although that worries me a little bit because sometimes you need a little more experience with.

CNN: Transcript of June 'CNN Money Summit: Money & Main St.'

For instance, Ross Wolfe, financial adviser with Altfest Personal Wealth Management in New York, says the performance of Yacktman Focused is why his clients like it.

WSJ: Are Expensive Fund Managers Worth It?

New financial adviser start-up Personal Capital, founded by former Intuit CEO Bill Harris, is launching Tuesday to take on financial start-ups and large financial adviser firms.

FORBES: Personal Capital Launches Financial Adviser Service From Former Intuit CEO