| Financial planners, please tell me what you do?

Financial planners, please tell me what you do?

kelceylehrich asked:


If you are an individual whose business cards read “financial advisor” or “financial planner” or you call your self one of the above, or you tell people your job is “financial planning” then this question is directed at you.

Would you please respond with your definition of what financial planning is.

If you would like to include your licenses, designations, degrees, the company you work with, etc please do.

Also, please indicate if you view yourself as an employee of your firm or as your own business owner.

Thank you for your time and feedback.

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Comments

One Response to “Financial planners, please tell me what you do?”

  1. yamking7 on May 19th, 2009 9:48 am

    Financial Advisor
    An investment professional who provides financial planning and advice to help individuals achieve and address a multitude of financial goals and insurance needs.