Financial Advisor
A financial advisor is a licensed professional that offers help with financial decisions.
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Financial advisors have expert advice and guidance on financial matters. They're valuable to businesses and individuals needing help managing their money.
Their main role is to help their clients stick to budgets and meet their financial goals. Many financial advisors also offer services or help with:
- Financial counseling
- Investments
- Taxes
- Insurance
- Retirement and estate planning
Financial advisors are highly trained and experienced in financial planning. Many hold several security licenses, such as a Series 7 or Series 65. Some may have certifications like the Certified Financial Planner (CFP). Others may also hold specialty certifications in insurance, tax, or accounting.