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There is a difference between a CFP and a “run of the mill” financial advisor, however. The CFP is a professional designation administered by the nonprofit CFP Board.
A financial advisor provides a range of advice and services around your financial life, including planning for retirement, ... What is the difference between a financial advisor and fiduciary?
A broker (Series 7) may also be a financial planner. Any advisor can say they are a financial planner; they do not have to hold the CFP (Certified Financial Planner) designation to do so. A financial adviser may create financial plans for clients or sell financial products, or a combination of both. They may also provide insight on savings. [3]
Financial advisor is a broad term that describes professionals who assist clients with decisions about investments, money management, financial goals and more. They may concentrate in an area like ...
A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance , they advise clients on investments, insurance, tax, retirement and estate planning.