I’ve interviewed dozens of financial advisors in that time, but I’d never actually talked to one about my own finances.

Personal financial advisors are professionals who offer tailored financial advice and services to customers. In the U.S., financial advisors hold the FINRA Series 7 and 66 or the Series 65 ...

Once you truly know your numbers inside and out, you can come up with a handful of goals to bring to your financial advisor. - Domenica D'Anna , Supreme Lending 6.

Financial advisors provide expertise around money matters, personal finances, and investments. Browse Investopedia’s expert-written library to learn more.

Personal financial advisors typically need a bachelor's degree. Although employers usually do not require a specific field of study for personal financial advisors, a degree in finance, economics, ...

This guide decodes the types of financial advisors, what to look for and how to choose the best one whether you need advice on investing, saving for retirement and more.

According to the National Association of Personal Financial Advisors (NAPFA), fee-only compensation is the most transparent and objective method.