Financial Advisor vs Financial Planner

“What’s the difference between a Financial Planner and a Financial Advisor?”

A Financial Advisor is a professional who helps manage your money.  Financial Advisor is a general term that might include stock brokers, insurance agents, money managers, estate planners, bankers and much more.

The financial planner is one type of financial advisor, who helps individuals create a program to meet short term and long-term goals.  The planner might have a specialty in investments, taxes, retirement and or estate planning.

For example, the CERTIFIED FINANCIAL PLANNER™ (CFP©), Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) are just a few of the designations a financial planner might hold.

Every financial planner is also a type of financial advisor, but not every financial advisor is necessarily a financial planner.

And remember, before hiring a financial advisor or planner to help you with your finances, please make sure you understand the fees.

If you would like to set up a free 30 minute financial assessment she can be reached at 760-692-5700, for private message or click on the following link to contact us directly .

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