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Investment advisors and financial planners are two of the most common types of financial advisors … Continue reading → The post Investment Advisor vs. Financial Planner: Which Is Right for You ...
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. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg: lawyer, accountant); or
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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]
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Some CPAs provide comprehensive financial planning, and some financial advisors do tax planning. One easy way to check if this may the case is by looking at their credentials:
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