You may be thinking they’re the same thing, however, there are a few differences. A financial planner is a type of financial advisor that assists businesses and individuals create personalized programs that help meet their financial goals. They may specialize in investments, taxes, retirement funds, or estate planning.
A financial advisor deals more with managing investments, brokering the sale and purchases of stocks and funds, or creating a comprehensive estate or tax plan. They usually help assist stockbrokers, insurance agents, estate planners, successful bankers, and more.