“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.
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