What is a Financial Advisor

In this episode of The About Podcast, hosts Jeremy Scott and Roy Hucke, CFP®, break down one of the most misunderstood titles in the financial world: What exactly is a financial advisor?From licensing and designations to fiduciary responsibility and holistic planning, Roy pulls back the curtain on what separates a true planner from someone who simply sells financial products. Jeremy brings the client perspective—asking the questions most people don’t know to ask when choosing an advisor.In this episode you’ll learn:Why the term “financial advisor” is often a broad, misleading umbrellaThe real difference between someone who sells products vs. someone who creates a planWhat it takes to become a CERTIFIED FINANCIAL PLANNER™ (CFP®)Why fiduciary duty matters—and how it impacts your financial wellbeingReal-life examples of how planning saves money, reduces taxes, and guides better decisionsHow to know what type of advisor is right for youWhether you're looking for help with investments, preparing for major life events, or trying to understand the alphabet soup of financial titles, this conversation brings clarity to a confusing industry.👉 New to financial planning? This is the perfect episode to start with. 👉 Already working with an advisor? Learn what to look for—and what questions to ask.© 2021-2026 Credentialed Wealth Advisors, LLC. All rights reserved. Credentialed Wealth Advisors, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. | Privacy | Form CRS Hosted on Acast. See acast.com/privacy for more information.