All financial planners are in essence financial advisors. They need to study and pass exams to obtain their licenses. However a person who calls himself or herself a financial advisor may not necessarily be a financial planner.I, Lea, am a financial planner. I have 8 licenses which is more than financial advisors and certified financial planners. Like them we are fee-based but after seeing our clients get screwed I also wanted to be sure and help clients with real estate. In addition financial advisors and even certified financial planners are not property and casualty licensed so they lack innate understanding of that as well. I am licensed in all wealth protection aka insurance in addition to transactional real estate so I can prevent my clients from again really getting screwed by the system that is supposed to protect them.
I together with my business partner husband have always been an unparalleled financial planner and started my training back in 2003. I've led in two financial services firms that are fortune 100s and this is now my second fintech company. My first fintech company was being on the founding team of CityBldr where I chose the CEO to build out the first AI real estate brokerage that is extremely renowned as being such by auditors like Pricewaterhouse Cooper, while focusing wholeheartedly also on my financial planning clients.