Both
Comprehensive Financial Planning
I listed myself above as a Financial Advisor, as I work directly with clients. The other option, ‘Financial Firm Associate’ had a qualifier of ‘not working directly with clients’, which is not true in my case. I am a Wealth Management Associate supporting a team of 5 Financial Advisors with AUM of $5 billion +. I do not wish to be listed in the ‘ Find A Financial Advisor referral service’.