Financial Advisor

« Back to Glossary Index

A financial advisor is a professional who provides guidance and advice to individuals or organizations on various aspects of financial planning, investment management, and wealth accumulation.

They help their clients to identify their financial goals, evaluate their current financial situation, and create a comprehensive plan to achieve their goals.

Financial advisors can also provide advice on retirement planning, tax planning, insurance needs, and estate planning.

They may be compensated through fees, commissions, or a combination of both. The ultimate goal of a financial advisor is to help clients make informed decisions about their finances and achieve financial security.

« Back to Glossary Index