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:
1. Assess Financial Goals and Situation
2. Create a Customized Financial Plan
3. Assist in Investment Management
4. Provide recommendations on Estate and Legacy Planning
5. Risk Management and Insurance

A wealth planner can also continue to pursue Specialization Areas :
• High-net-worth individuals
• Retirement planning
• Family wealth planning