What is a Financial Advisor? | CandorPath

What is a Financial Advisor?

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By John Kennedy, CFP® / July 20th, 2020

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Investopedia defines a financial advisor as someone who “provides financial advice or guidance to customers for compensation. Financial advisors can provide many services, such as investment management, tax planning, and estate planning. Increasingly, financial advisors are providing a range of services from portfolio management to insurance products as a one-stop-shop.”
 
Not only is that definition boring, it doesn’t really get to the heart of what we do at CandorPath.
 
You see, using smart financial strategies isn’t what we do. What we do is empower you to live the life you really want, helping you to start a business or travel the world or spend more time with the people you love, and we use smart financial strategies to do it.
 
We are Financial Advisors who help you realize your dreams.