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The Difference Between a Financial Advisor and a Financial Planner

by AOG Wealth Management
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AOG Wealth Management is an independent Registered Investment Advisor that specializes in providing investment management and other financial services for high-net worth individuals, companies, trusts, pension plans and other accounts of a similar nature. Today, we will explain the difference between a financial advisor and a financial planner:

The Difference Between a Financial Advisor and a Financial Planner

What Is a Financial Advisor?

Financial advisor is a broad term for a professional who can help manage your money. A financial advisor provides financial guidance to their customers for compensation, and many different types of financial professionals fall into this general category. Financial advisors can be investment managers, tax preparers, stockbrokers and insurance agents. A financial advisor must hold a Series 65 license if they are working with the public.

What Is a Financial Planner?

A financial planner is a type of financial advisor who assists individuals and companies in creating a program that meets their long-term financial goals. Every type of financial planner is a financial advisor, but not all financial advisors are financial planners. A financial planner might specialize in estate planning, investments, taxes or retirement and they may hold various licenses or designations. Because we provide wealth management services, our team is composed of Certified Financial Planners® with many years of experience managing client finances.

What Is a Certified Financial Planner?

The designation of Certified Financial Planner (CFP®) is given by the Certified Financial Planner Board of Standards, Inc. and it is a recognized standard of excellence within the industry. Obtaining CFP certification requires significant experience effort. A candidate must meet rigorous requirements in ethics, work experience, education and must pass the CFP exam. In addition, CFP professionals must also complete continuing education programs each year to maintain their certification.

We are the firm to call if you need a wealth management advisor who provides customized solutions based on your specific and personal objectives, circumstances or goals. We complete rigorous, on-site due diligence on all prospective and existing investments, and we employ a durable income model. We help clients in Ashburn, VA, and Washington, DC. Call us at (866) 993-0203 to learn more about our services.

 

 

Securities offered through TD Ameritrade Institutional Services located at 7801 Mesquite Bend Drive, Suite 112, Irving, TX 75063-6043. Investment advisory services offered through AOG Wealth Management, Inc. AOG Wealth Management, Inc. is neither an affiliate nor subsidiary of TD Ameritrade Institutional Services.

 

The article and opinions in this publication are for general information only and are not intended to provide specific advice or recommendations for any individual.  We suggest that you consult your accountant, tax, or legal advisor with regard to your individual situation.

Category: Wealth Management