Financial Adviser

A financial adviser is a professional who provides guidance on managing finances, including investments, retirement planning, tax strategies, and estate planning. They help individuals and businesses make informed decisions about their money to achieve specific financial goals, such as wealth accumulation, risk management, or saving for retirement. Financial advisers can be independent or work for financial institutions like banks, investment firms, or insurance companies.

Example

Sarah consults a financial adviser to help manage her growing wealth. The adviser reviews her income, investments, and future goals, suggesting a diversified portfolio that balances her risk tolerance with potential returns.