The Advantages of Having an Investment Advisor

An investment advisor works daily to study the news and intricacies of the global economy and markets and, as such, is well-suited to manage the investment portfolios of others.

Further, an investment advisor who is also your financial planner and advisor will have intimate knowledge of your financial goals, family and professional ecology, cash flow needs and more. With this knowledge he is well-suited to make sure that your investment strategy is inline with your financial plan and goals.

About the Author

Todd E. Frank, CPA/PFS, MBA is the President and CEO of Frank Financial Advisors, a Registered Investment Advisory Firm (RIA) serving clients nationwide from our headquarters in Carlsbad, San Diego, California. As an RIA, Frank Financial Advisors is able to offer truly independent, fee-only financial advisory services.