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. Financial advisors assess their clients' financial situations and create personalized plans to help them achieve their financial goals.
These professionals can hold various certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). They may work independently or as part of a financial institution. By offering expert advice, financial advisors aim to improve their clients' financial well-being and help them make informed decisions about their money.