If you need help managing your money or you’re not sure whether you’re on track for a major life goal, a financial advisor can be an important ally.
A financial advisor is a professional who helps you create and implement a financial plan, manage your finances, and monitor your progress as you work toward your fiscal goals.
But the term “financial advisor” is a fairly broad one. Financial advisors often hold various licenses and certifications, but there’s no specific credential that someone needs to hold in order to call themself a financial advisor — though many common services financial advisors provide, like buying and selling securities, do require a license. That makes it extra important to vet an advisor and make sure they’re qualified to help you manage your money.
Robin Hartill | Yahoo Finance