Certified Financial Advisor

A certified financial advisor has earned the right to operate as a financial advisor or planner in a particular jurisdiction through certification.


What Does a Certified Financial Advisor Do?

Certified financial advisors help you understand and decide how to manage your money for optimal return and results. Their advice can apply to a wide range of personal money management decisions, including investing. As a registered financial consultant, a financial advisor can help you determine what percentage of your money you should invest and where and how to invest it.

A certified financial advisor must fulfill continuing education requirements to maintain certification. This ensures that advisors stay current with the industry as well as changing laws and practices since law and regulation changes occur every few years. The goal of this continuing education is to ensure financial advisors provide the best possible advice and service to clients.


Choosing a Certified Financial Advisor Near Me in Orlando, FL

Before choosing a certified financial consultant such as an advisor, it is helpful to know about the types of services you need in Orlando, FL.

Ready to Take The Next Step?

For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.