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What Exactly Is A Financial Advisor?

What Exactly Is A Financial Advisor?

March 31, 2023

WHAT EXACTLY IS A FINANCIAL ADVISOR? Simply put, a financial advisor is an umbrella term that describes financial professionals who can help you with all forms of financial planning, from budgeting to saving for retirement and more. Financial advisors can include investment advisors, financial planners, wealth managers and more. You may even see other titles like CFP (Certified Financial Planner), RR (registered representative), IAR (investment advisor representative) and RIA (registered investment advisor). -Dave Ramsey's Ramsey Solutions 

Surprise and skepticism crossed my mind when a local Plummer came to service my personal residence recently and introduced himself as a "Financial Advisor". In fact, he was also a licensed life insurance agent soliciting insurance sales products without knowing my financial background over fixating my kitchen sink!  The nonregulated use of "Financial Advisor" is very misleading to consumers today. I feel it is important to get the word out and encourage people to ask for professional service credentials prior to entering into any business agreements. Experienced professionals in all aspects financial planning can reduce stress and wealth accumulation hazards. I am proud to be the Owner of Fineberg Financial Management LLC, a trusted resource to my clients 

CFP® professional over 10 years professional experience 

- RR (registered representative) over 20 years professional experience 

- IAR (investment advisor representative) over 20 years of professional experience

- RIA (registered investment advisor) Independent Business Owner, and Employee industry 20 year experience

- National Life Insurance Producer/Agent (insurance agent) over 20 years of insurance license experience

- CRPC® (Chartered Retirement Planning Counselor) 20 years of credentialed experience

The CFP Board has unveiled their new advertising campaign designed to benefit holders of the CFP® designation and help education the national Consumers of financial products. See attached for details. If you want to see a preview of the ad, you can do so at https://www.youtube.com/watch?v=R3iIeRJ9cE4

https://www.letsmakeaplan.org/

Respectfully,  

Marah Fineberg-Kuck, CFP® CRPC®

Managing Principal, President/CEO

CA Insurance Lic. #OD81103 

Fineberg Financial Management LLC

3020 Old Ranch Pkwy, Suite #300

Seal Beach, CA 90740

Office: (562) 446-0028   Cell: (858) 361-8556   Fax: (562) 309-9181

Email: marah@finebergfinancial.com

Website: https://www.finebergfinancial.com

https://www.linkedin.com/in/marah-fineberg

Click to view My Five Star Professional OCT/NOV 2022 Fortune Magazine E-Reprint: https://www.fivestarprofessional.com/ereprints/391546