---
title: Financial Advisor
description: A financial advisor is someone who provides financial advice and guidance to individuals.
---

[Realized 1031 Glossary of Terms ](https://www.realized1031.com/glossary)

# [Financial Advisor](https://www.realized1031.com/glossary/financial-advisor)

 Written by [The Realized Team](https://www.realized1031.com/glossary/author/the-realized-team) | Jun 22, 2022 12:00:00 PM

A financial advisor is someone who provides financial advice and guidance to individuals. Financial advisors can provide advice on a broad range of financial topics, including retirement, insurance, investing, and various money matters. Financial advisors must have a valid Series 65 license. Many also carry the Certified Financial Planner (CFP) designation. While financial advisors are not purely portfolio managers, they can help create a portfolio based on a client’s risk tolerance and goals. Financial advisors may also execute orders in the portfolio to keep it aligned with the client’s financial objectives.

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