Financial consultants are often hired by high-net-worth clients. These consultants typically work with complex financial situations. They may advise on investments, property holdings and long-term ...

Discover what sets the Chartered Financial Consultant (ChFC) designation apart, including course details, industry benefits, and continuing education requirements.

Financial consultants offer tailored advice to achieve personal or business goals. They aid in investment decisions and risk management to stabilize finances. Consultants help tackle financial ...

Financial advisors with some experience in their field often pursue the ChFC to broaden and deepen their practice, as the coursework touches on many modern financial planning topics. According to The ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Kenneth Kehrer, Steve Saltzman and Peter Bielan joined forces to form a new consulting firm in the financial advisory industry. The new firm, Kehrer Saltzman & Associates, launched Thursday, Saltzman ...

Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions on our website or click to take an action on their website.

A check mark. It indicates that the relevant content has been reviewed and verified by an expert This story has been reviewed by a professional to ensure you get the most accurate and useful ...

The financial services industry employs a mix of professionals, such as financial consultants and financial advisors, who use titles interchangeably to guide people on how to invest their money for ...

Understand the role of financial consultants, their services and how they compare to financial advisors Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal ...