What the Heck is a Financial Advisor Anyway?

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What the Heck is a Financial Advisor Anyway?

What the Heck is a Financial Advisor Anyway?


6.5 MIN READ

Do you find yourself feeling confused about what a financial advisor actually does? Don’t worry! You’re not alone. I’m a financial advisor and it took me years to answer this question myself. With this article I hope to throw back the curtain and show you exactly what an advisor is, or should be…

This story starts in the fall of 2010 in the seaside city of Costa Mesa, California. The Deepwater Horizon spill was happening in the Gulf of Mexico, Kesha had just released TikTok, and a kid in a grey suit was walking down a sidewalk wiping sweat from his brow. While it was fall everywhere else in the country, California hadn’t gotten the memo yet.

Source : https://blog.xyplanningnetwork.com/consumer-blog/what-the-heck-is-a-financial-advisor-anyway