3 Types of Finacial Professionals

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Saving for the future and growing your assets is a wise decision. it can also be incredibly confusing for the average person. Whether you are looking to invest money you already have, develop a new portfolio, or plan for your financial future, there are financial professionals that can help you.

Certified Public Accountant

There are accountants, and then there are Certified public accountants (CPAs). They undergo highly specialized schooling and must sit for a national licensing exam. They are often members of industry groups like the United CPA Association. Certified public accountants can handle all of your financial and tax-related planning and filing.

Investment Broker

If you are looking to buy or sell securities, you will probably use an investment broker to handle those transactions. They represent individuals and businesses for transactions involving stocks, mutual funds, bonds, and other similar securities.

Financial Planner

When you are working to map out your financial future, a certified financial planner may be able to help. In order to qualify for this designation, they must meet specific educational requirements, including extensive coursework in financial planning topics, as well as sit for a national exam administered by the Certified Financial Planner Board of Standards.

Of course, there are other types of financial professionals. You may turn to a lawyer, banker, financial adviser, or insurance agent for advice and to plan and make investments. However, these are the three major players when it comes to your investment dollars.

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