Personal Financial Advisor

Helping you Save and Spend

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A Personal Financial Advisor helps people decide what to do with their

money and their assets.

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Personal Financial Advisors• Recommend different things that clients should do with their money.• Help their clients identify short-term and long-term goals.

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A Personal Financial Advisor helps you decide what do with your

money so that you don’t run out of it.

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Personal Financial Advisors usually own their own business and work with

individuals and families – not companies.

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Personal Financial Advisors work with a lot of numbers. They also work with machines and computer software that

can help them with numbers

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Personal Financial Advisors need to have a college degree and a

Masters degree. 7

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Personal Financial Advisors need good math, communication and

problem-solving skills.

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So if you like to work.....

• With numbers

• Independently

• With details

• On computers with spreadsheets and statistical software, and

• To help others…

Then, you will make a wonderful Personal Financial Advisor!!!!

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