A Financial advisor is also known as Financial Consultant, or an Investment Advisor or a [Certified] Financial Planner, or a Financial Counselor.

A financial advisor is someone who helps an individual to create wealth, reduce expenses and eliminate debt. He meets with the clients in person to discuss their financial goals, to explain the types of financial services they provide, educates clients and answer questions about investment options and potential risks, he also recommends investment to clients or selects investments on their behalf. He helps clients plan for specific circumstances, such as education expenses or retirement. He also researches investment opportunities.