Personal Financial Advisor

Filed Under » , , ,
Dictionary Says

Definition of 'Personal Financial Advisor'

Professionals who help individuals manage their finances by providing advice on money issues such as investments, insurance, mortgages, college savings, estate planning, taxes and retirement, depending on what the client requests help with. Some financial advisors are paid a flat fee for their advice, while others earn commissions from the investments they sell their clients. Fee-only arrangements are widely regarded to be better for the client.
Investopedia Says

Investopedia explains 'Personal Financial Advisor'

Professional organizations like the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA) can help you find an advisor. When choosing a financial advisor, it is important to ask if they have any FINRA licenses or official credentials. Certified Financial Planner® (CFP®), chartered financial analyst (CFA), chartered financial consultant (ChFC) and registered investment advisor (RIA) credentials are good indicators of an advisor’s experience.
Search results for

'Personal Financial Advisor'

  • How To Be Smarter Than Your Financial Advisor - Investopedia.com

    http://financialedge.investopedia.com/financial-edge/0911/How-To-Be-Smarter-Than-Your-Financial-Advisor.aspx
    ... How To Be Smarter Than Your Financial Advisor. Posted: September 26, 2011
    2:53PM by Stephen D. Simpson, CFA. ... Filed Under: Personal Finance. ...

  • Top 4 Signs Of Over-Diversification

    http://www.investopedia.com/articles/financial-theory/11/signs-of-over-diversification.asp
    ... However, job security and personal financial gain are two factors that could motivate
    a financial advisor to over-diversify your investments. ...

  • Dispelling 5 Myths About Financial Planners

    http://www.investopedia.com/articles/01/042501.asp
    ... Advisor.) Myth 2 - A planner or advisor only gives me ... an important aspect of your
    personal finances, but ... Financial planning takes into account all the varied ...

  • Financial Planning: It's About More Than Money

    http://www.investopedia.com/articles/pf/06/lifeplanning.asp
    ... make choices, so they work with a financial advisor in order to determine how to
    develop the financial plan that will allow them to realize their personal goals ...

  • 5 Services To Usher In New Clients

    http://www.investopedia.com/articles/financialcareers/07/new-line-business.asp
    ... reason than the amount of personal financial information that ... debt retirement and
    general financial future goals. ... can greatly expand an advisor's client base. ...

  • Finding Spin In The Financial Services Industry

    http://www.investopedia.com/articles/pf/10/identifying-spin-financial-services-industry.asp
    ... His experiences as an investor with the financial industry led him into the personal
    finance area a few years ago, and he finds this line of work particularly ...

  • Is Your Insurance Company Going Belly Up?

    http://www.investopedia.com/articles/insurance/09/protect-yourself-bad-insurers.asp
    ... available through an online brokerage website or your financial advisor's website ...
    your insurance company's problems could become your personal financial disaster ...

  • Estate Planning: Introduction | Investopedia

    http://www.investopedia.com/university/estate-planning/
    ... Filed Under » Life Insurance, Personal Finance, Retirement, Retirement Plans, Savings,
    Taxes. ... After a 10-year engagement as a senior financial advisor with a ...

  • How To Target Ideal Customers

    http://www.investopedia.com/articles/financialcareers/06/targetclients.asp
    ... investment ... Read More »; Time Management Tips For Financial Professionals.
    Learn ... Read More »; Financial Companies Need A New Model. It may ...

  • Budgeting Basics - Introduction | Investopedia

    http://www.investopedia.com/university/budgeting/
    ... If you are hitting a mental roadblock when you hear the word "budget", just call
    it by a different name, such as "personal financial planning." That's what ...

Related Articles

Trading Center
Partner Links