How to Choose Your Financial Advisors

Welcome to an in-depth guide on how to choose your financial advisors! I'm Shiraz Ahmed, and I'll help you navigate the world of financial professionals.
1. Financial Advisor: Offers comprehensive financial guidance, perfect for those seeking overall financial management.
2. Financial Planner: Tailors detailed financial plans to meet specific goals, often holding the CFP® designation for expertise.
3. Investment Advisor: Focuses on investment strategies, offering recommendations, managing accounts, and providing advisory services.
4. Portfolio Manager: Ideal for complex portfolios, actively or passively managing fund assets to influence returns.
Understanding these distinctions empowers you to select the right professional for your unique needs. Whether it's planning for retirement, growing wealth, or achieving financial goals, making the right choice is crucial.
Dual-licensed financial specialists at Sartorial Wealth can help you navigate cross-border financial services. Visit www.sartorialwealth.com to unravel complexities and begin your journey to financial mastery!
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00:00 Introduction
00:29 1. Financial Advisor
01:24 2. Financial Planner
02:07 3. Investment Advisor
02:46 4. Portfolio Manager
04:45 Conclusion