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What is the difference between a financial planner and financial advisor?
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What type of professional do you actually need? A financial advisor? An accountant? A financial planner? An investment advisor? A wealth manager?
Beyond identifying what TYPE of professional you need lies the ultimate question of: How do you know who to trust?
This guide will help explain the key characteristics and key differences between financial advisors and financial planners.
If you liked this video, make sure to click thumbs up!
Eric Amzalag, CFP®, RICP®
Want to schedule a consultation? Click here:
Subscribe to the channel: / @ThePeakFP
_ _
Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice.
Beyond identifying what TYPE of professional you need lies the ultimate question of: How do you know who to trust?
This guide will help explain the key characteristics and key differences between financial advisors and financial planners.
If you liked this video, make sure to click thumbs up!
Eric Amzalag, CFP®, RICP®
Want to schedule a consultation? Click here:
Subscribe to the channel: / @ThePeakFP
_ _
Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice.
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