http://arizonafinancialplan.com/ Tom Fischer your Scottsdale Financial Planner explains the difference between a Stock Broker and Financial Planner. Next to the number one comment I get when I tell someone I’m a financial planner in Scottsdale which is, “I’ll call you if I ever get some money to invest”, is the “what exactly is it you do” question. There are a number of differences between a financial planner, financial advisor, and a stock broker. After 16 years in this business I have gained a lot of experience in all those areas. I pride myself on hanging my hat under the financial planner hook. Taking a broad view of one’s entire situation is the only way to truly find the planning opportunities and gaps in one’s current plan. Also having a quarterback collaborate and coordinate with all your hired professionals will allow you to get the most value from your
financial planner.
