There are small difference but important ones to know when comparing a financial advisor vs planner.

The big question is: Should you use either one of them?

Financial advisors are supposed to help clients manage their money. This includes investment management, insurance 'investing', real estate, etc.

Financial planners focus more on building a comprehensive plan and look at a broader picture. In my opinion, in very few cases are they worth it.

USEFUL LINKS -*-*-

* https://www.fitbux.com

* https://www.fitbux.com/podcast/

* https://www.fitbux.com/hybrid-robo-advisor/