Financial Wealth Planner

A financial wealth planner (also often called a financial advisor) is a professional who helps individuals and families manage their finances, investments, and long-term financial goals. Their role is more holistic than just focusing on investments—they consider all aspects of a person's financial situation, including savings, taxes, retirement planning, estate planning, insurance, and risk management.

Here's a breakdown of what a financial wealth planner does:
Assess Financial Goals and SituationCreate a Customized Financial PlanAssist in Investment ManagementProvide recommendations on Estate and Legacy PlanningRisk Management and Insurance
A wealth planner can also continue to pursue Specialization Areas :
High-net-worth individualsRetirement planningFamily wealth planning