Have you ever wondered what the difference is between a Financial Advisor and a Financial Planner? A Financial Advisor is a broad term for financial professionals who can help manage money but may or may not provide a comprehensive plan for their clients. While a Financial Advisor might not give their clients a holistic approach to their finances, they can specialize in certain areas, which can be beneficial to the ideal client.
At WFA, we staff Certified Financial Planners (CFP®) who use a holistic approach that can include budgeting, saving, investment, insurance and more. Our CFP®s use objective research when providing unbiased advice tailored to your investment and income tax situation as you navigate life-changing events like a new job, an expanding family, retirement, or receipt of an inheritance. Visit the CFP Board website and read, “Why Choose A CFP® Professional”.