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What Is a Financial Advisor — and Do I Need One?

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When you’re trying to make smart decisions, you sometimes need expert guidance. Financial advisors earn a living by helping people decide how to manage their money, including investments, and reach financial goals.

“Financial advisor” isn’t an official designation, and the term can apply to people with a variety of specialties. For example, a registered investment advisor is a type of financial advisor who typically focuses on investment portfolios. A certified public accountant is another type of financial advisor who generally focuses on tax and accounting services. Some CPAs also hold the personal financial specialist designation that signals a broader focus on financial planning.

A financial advisor can also hold multiple...

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