financial consultor
A financial consultant is a professional who provides expert advice on managing finances. They help individuals and businesses make informed decisions about investments, savings, and budgeting. Their goal is to improve financial health and achieve specific financial objectives.
These consultants analyze a client's financial situation and create tailored strategies. They may also assist with retirement planning, tax strategies, and risk management. By offering guidance on various financial products, such as stocks, bonds, and mutual funds, financial consultants aim to enhance their clients' overall financial well-being.