How do they match: Personal Financial Advisors

  • Estate Planner
  • Estate Planning Counselor
  • Estate Trustee
  • Financial Agent

  • Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.

  • Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
  • Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.