Financial Planning

Financial planning concepts and practices used by various practitioners in areas like insurance, investment, tax, estate planning, and writing will.

Licensed Financial Planner vs Financial Adviser Representative

As a normal citizen, I believe we see no difference between a Licensed Financial Planner* or a Financial Adviser Representative* because the public has interpreted the titles as any normal servicing agent representing an agency or a financial institution. I must agree that the agency’s business model has been in the market for quite some …

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