Wealth

Financial Advisor vs Financial Planner vs Wealth Manager – Is There a Difference?



There are several terms for professions in the financial advice industry but is there a difference between financial planner vs financial advisor or financial advisor vs wealth manager? Let’s break down the types of financial planners and talk about what they do.

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Hi! I’m Dominique Henderson and I’m your Certified Financial Planner™ on YouTube.
I’m on a mission to help coach the next generation of financial professionals.

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#cfp #personalfinance #financialliteracy

© 2019 DJH Capital Management, LLC.
Hosted By: Dominique J. Henderson, Sr., CFP®

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