A financial advisor is an individual who provides financial advice and guidance to individuals, families, and businesses. They help clients make informed decisions about investments, taxes, retirement planning, estate planning, insurance, and other financial matters. Financial advisors provide insight and advice on using and managing money to achieve financial goals.
They also advise on managing debt and investments and may provide referrals to other professionals such as accountants, attorneys, and other financial advisors. A financial advisor is a capable professional who has experienced rigorous education and training, including a certification process.
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