What is a Financial Advisor?

What is a Financial Advisor? In general, a Financial Advisor is someone who wants to help you improve your financial well being & help you grow your stock market investment accounts. However, depending on where you are at on your stock market investing journey, you may or may not need the same Financial Advisor as someone else.

For example, if you just sold your small business for $3.2 million dollars then you have some complicated tax & investing planning that you should likely do. Conversely, if you are very little stock market assets and some financial spending behavior problems, then you don't need a Financial Advisor...you likely need to make some changes first before thinking about hiring a Financial Advisor.

In an upcoming video I discuss some of these financial behaviors and how you can make some changes to improve your financial health.

Hope you found a nugget or two in this one. Cheers!
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Music: Epidemic Sound - I Wanna Go Down (Instrumental Version)
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ABOUT ME 👇
I've been involved in people's financial decisions for 15+ years (7 yrs Real Estate experience & 8+ yrs as a former Financial Advisor)...I now bring the financial successes, mistakes, failures, and best financial habits/tips to you through these videos.

My mission is to bring Financial Awareness to the forefront of your daily decisions so you can: improve your quality of life, increase your net worth, and grow upon your financial literacy. My videos are a reflection of my real-world experience as a real estate investor, stock market investor, student of finance, entrepreneur, and of course...my experience as a Former Financial Advisor.

This channel allows me to share my passion for personal finance, stock market investing, real estate investing, and entrepreneurship. I produce content that I would want to watch, and because of that, I give 100% effort in every video that I make. I also believe in complete transparency and open communication with my audience.

Subscribe if you are interested in:
#FinancialPlanning
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DISCLAIMER: I am not a financial adviser or a certified public accountant. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion.

[Financial_Awareness]

I had a great 8+ yr run as a FA…learned a lot, loved it, happy to no longer be on that path…blazin’ a new trail now. It’s awesome. Follow along if you like!

[financialplanningaustra]

An informative video on the role of a financial advisor! A financial advisor plays a crucial role in helping individuals manage their finances, plan for the future, and achieve their financial goals. Whether you're saving for retirement, buying a home, or investing for the future, a financial advisor can provide valuable advice and guidance. This video does a great job of explaining the importance of a financial advisor and how they can help you navigate the complexities of personal finance. #FinancialPlanning #Investing #Retirement

[roburb]

I had two and I moved on from both of them. It wasn't them, it was me :) In all seriousness, I figured out early on that I followed the market and my investments more than they did. They all, in my experience, seem to follow the same path. They want you in more than 10 funds, emerging and international, cash, etc. I went back and forth with my last one and we came to the decision I was better off managing my own. Thankfully, we were right. I keep track of what funds they had me in and thus far YTD I am up 20% and their funds are up 5%. Add the 1% I would have had to pay them and the higher expense ratios, I would be down significantly from where I am now. They're not bad, but they don't seem to think on their own and, as mentioned, follow a similar path. :)

Glad to see you back on YouTube, I wondered if you signed off permanently.

[crystalv-b]

I currently have both traditional and Roth IRA with Primerica. Im looking to maybe switching to Charles Schwab or Fidelity but im just not sure which would be best or if i should just stay where im at. Any advise would be greatly appreciated 🙏🏼

[trillsam]

What is the difference between a financial analyst and a financial advisor

[CaptainCowboy]

Do you need a degree in finance or any degree to be a financial advisor?