A Financial Advisor is a professional who helps individuals and businesses manage their finances. They provide guidance on various financial matters, including investments, retirement planning, tax strategies, and estate planning. Their goal is to help clients achieve their financial objectives and make informed decisions about their money.
Financial Advisors often assess a client's financial situation, risk tolerance, and goals to create personalized plans. They may recommend specific financial products, such as stocks, bonds, or mutual funds, and monitor the performance of these investments over time. Many Financial Advisors hold certifications, such as the Certified Financial Planner (CFP) designation, to demonstrate their expertise.