How do they match: Personal Financial Advisors

  • Chief Executive Officer

  • Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
  • Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.

  • Advise others on financial matters.
  • Confer with others about financial matters.
  • Interpret financial information for others.