A Financial Consultant is a professional who provides expert advice on managing finances. They help individuals and businesses create financial plans, invest wisely, and save for future goals. Their services often include budgeting, retirement planning, and tax strategies, ensuring clients make informed decisions about their money.
These consultants typically have a background in finance, economics, or accounting and may hold certifications such as Certified Financial Planner (CFP). By analyzing a client's financial situation, they offer tailored solutions to improve financial health and achieve long-term objectives, making them valuable partners in financial decision-making.