What is the difference between financial planner and Advisor?
- Admin

- Apr 3, 2023
- 1 min read

A financial planner is a professional who helps individuals and families create a comprehensive financial plan that covers all aspects of their financial life, including retirement planning, investment planning, estate planning, tax planning, and risk management. They typically work with clients to assess their financial situation, identify financial goals, and develop a plan to achieve those goals. A financial planner may also provide ongoing advice and guidance to help clients stay on track and adjust their plans as needed. On the other hand, a financial advisor is a more general term that can refer to a range of professionals who provide financial advice and services. This may include investment advisors who provide advice on specific investments, such as stocks and bonds, or insurance agents who provide advice on insurance products. Financial advisors may work for financial institutions or operate independently. Overall, while both financial planners and financial advisors provide financial advice and services, financial planners typically take a more comprehensive approach, while financial advisors may specialize in a particular area of finance. It's important to understand the qualifications and services offered by any financial professional you work with to ensure they are the right fit for your needs.






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