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Cosa (chi) è financial$28331$ - definizione
PROFESSION
Financial Planner; Financial Planner and Financial Planning; Financial planners
![Sculpture of bull and bear on seesaw in front of Fross and Fross Wealth Management office in [[The Villages, Florida]].](https://commons.wikimedia.org/wiki/Special:FilePath/Sculpture of Bull and Bear on Seesaw in front of Fross and Fross Wealth Management.jpg?width=200 "Sculpture of bull and bear on seesaw in front of Fross and Fross Wealth Management office in [[The Villages, Florida]].")
financial consultant
PROFESSIONAL WHO RENDERS FINANCIAL SERVICES TO CLIENTS
Investment Advisor; Investment advisor; Financial Adviser; Financial advisor; Fee-Only financial advisor; Financial consultant; Financial advice; Investment adviser; Mortgage advice; Personal financial planning; Professional advisors; Fee-only; Fee-only financial advisor; Financial advisors; Financial Manager; Financial Counselor; Financial Advisor; Investment Adviser; Investment advisor firm; Qualified Financial Adviser; Financial counseling; Financial consulting; Financial doctor; Quant-advisor; Financial advisers; Financial consultancy
N-COUNT
Financial adviser
PROFESSIONAL WHO RENDERS FINANCIAL SERVICES TO CLIENTS
Investment Advisor; Investment advisor; Financial Adviser; Financial advisor; Fee-Only financial advisor; Financial consultant; Financial advice; Investment adviser; Mortgage advice; Personal financial planning; Professional advisors; Fee-only; Fee-only financial advisor; Financial advisors; Financial Manager; Financial Counselor; Financial Advisor; Investment Adviser; Investment advisor firm; Qualified Financial Adviser; Financial counseling; Financial consulting; Financial doctor; Quant-advisor; Financial advisers; Financial consultancy
A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice.
financial adviser
PROFESSIONAL WHO RENDERS FINANCIAL SERVICES TO CLIENTS
Investment Advisor; Investment advisor; Financial Adviser; Financial advisor; Fee-Only financial advisor; Financial consultant; Financial advice; Investment adviser; Mortgage advice; Personal financial planning; Professional advisors; Fee-only; Fee-only financial advisor; Financial advisors; Financial Manager; Financial Counselor; Financial Advisor; Investment Adviser; Investment advisor firm; Qualified Financial Adviser; Financial counseling; Financial consulting; Financial doctor; Quant-advisor; Financial advisers; Financial consultancy
A financial adviser is someone whose job it is to advise people about financial products and services. (BUSINESS)
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Wikipedia
Financial planner
A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning.
As a general rule, a financial planner’s work can:
- integrate into the range of professional services (eg: lawyer, accountant); or
- integrate into the offer of a range of financial products and services (eg: financial advisor, insurance agent); or
- not be integrated into other products or services, providing stand alone financial planning.
