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Financial Advisor vs. Financial Planner - Kaplan Financial Learn about the differences between financial advisors and financial planners including education requirements, services they provide, salary potential, and common certifications
Types of financial advisors and financial advice providers . . . Financial planner, financial advisor, wealth manager, investment advisor — the terminology can be confusing More importantly, the level of service and resources available can vary dramatically depending on where your advisor works Understanding these differences will help you choose the right type of financial guidance for your needs and goals
Financial Planner vs. Financial Advisor - SmartAsset While the term “financial advisor” often applies to a wide range of professionals who deliver financial services to clients, financial planners are a specific type of advisor that creates comprehensive plans that address a variety of financial needs and goals that a client may have
Financial Advisor or Financial Planner — What’s the Difference? Advisors may take a transactional or product-based approach, helping you choose and manage financial products Planners usually take a comprehensive, long-term view, building and maintaining a roadmap for your financial life