I consult with a Certified Financial Planner who charges an annual fee. The person seems reliable and seems to have integrity, but also has a few people working under her whom I know nothing about.
I share my financial goals and info on how much money I have and how much has been invested in which fund. In my opinion this is very personal info and even on telling her how to encrypt it, she calmly assures me there is no need to.
I do the investments myself. She only suggests which funds I can invest in.
1. In such a situation, is it really safe to give financial info to a person who does not encrypt it?
2. In what ways could it be misused?
3. If she is not going to encrypt it, should I ask her to delete all my old data and then create a new profile for my communication with her; the new profile not being my name, but a fake name?