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This question is about financial advisor vs financial planner.
How do I pick a financial planner or financial advisor?
In order to pick a good, trustworthy financial advisor or financial planner, there are five major points to consider. First, make sure they're licensed. Many people can call themselves financial advisors or financial planners without really having the proper knowledge or certifications.
Second, check the certifications they have. Websites, such as the Certified Financial Planner Board, will tell you what the different certifications mean and confirm that they're truly licensed.
Third, it's very important to know what you're looking for. Finance is a complex and broad field, and there are many different areas of expertise. Find a planner or advisor that's an expert in the field you're looking for advice in.
Fourth, you need to understand the confines of your relationship. It's a professional one, and you should understand how they want to be compensated - do they work on commission, for instance - and what exactly they can do for you?
Lastly, while they may be an expert in their field, they don't know everything. You may want to ask the advice of more than one financial advisor or planner if you have questions on different areas.
A good financial advisor will likely recommend other professionals if you want information beyond their area of expertise, but be ready to do your own research.
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