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Personal Financial Advisor Overview 123

Written by True Tamplin

Reviewed by Subject Matter Experts

Updated on 2/2/2023, 12:00 AM

What Is a Financial Advisor?

Financial advisors are professionals who help individuals and businesses make smart decisions with their money. They provide guidance on a wide range of financial matters, including investing, saving for retirement, and managing debt.

Financial advisors receive their training in a variety of ways. Some may have a degree in finance or accounting, while others may have experience working in the financial industry.

Advisors also receive certifications from issuing organizations that allow them to provide advice on specific financial topics. In most cases, certified advisors must pass one or more tests and be properly licensed.

A good financial advisor will take the initiative to get to know your background, goals, and plans for the future. Once they have a clear understanding of your situation, they can help you develop a financial plan that is tailored to your unique needs.

Have a question for a financial advisor? Click here.

True Tamplin is a published author, public speaker, CEO of UpDigital, and founder of Finance Strategists.

True is a Certified Educator in Personal Finance (CEPF®), author of The Handy Financial Ratios Guide, a member of the Society for Advancing Business Editing and Writing, contributes to his financial education site, Finance Strategists, and has spoken to various financial communities such as the CFA Institute, as well as university students like his Alma mater, Biola University, where he received a bachelor of science in business and data analytics.

To learn more about True, visit his personal website or view his author profiles on Amazon, Nasdaq and Forbes.


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