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Financial Advisors For Professionals In The Entertainment Industry

Debbie Carlson is a veteran financial journalist who writes in a light-hearted manner on a wide range of personal finance and financial industry topics such as retirement, consumer spending, sustainable and ESG investing, commodities markets, exchanges ETFs, mutual funds, and more. in an understanding way. Way. Debbie writes for many well-known and prominent media outlets and has written for Barron’s, the Chicago Tribune, The Guardian, MarketWatch, The Wall Street Journal and The American Journal. News & World Report and other publications. He holds a bachelor’s degree in journalism from Eastern Illinois University.

Top Entertainment Financial Advisor Julian Shubach — Odi Financial

Jennifer Agee has been editing financial education since 2001, including publications focused on technical analysis, stock and options trading, investing, and personal finance.

Finding a financial professional can be confusing. You may have heard the terms financial advisor, certified financial planner, and chartered financial advisor, but how do you know which one you need?

Or do you even need a financial advisor? If you understand the basics of investing and the types of investments available to you, and you feel comfortable with your goals and risk tolerance, you’ll likely be better at managing your finances.

Main Street Advisors

But if you decide to seek financial assistance, keep in mind that financial professionals have different specialties and different fee structures. Before seeking a financial advisor, consider your financial situation and goals. Knowing what type of financial advice you need will help you decide what type of advisor you should hire.

There are four main categories. Although their roles are similar, there are clear regulatory differences in the advice they provide.

The Financial Industry Regulatory Authority (FINRA) uses the term “investment adviser” in a specific sense, rather than the less specific “financial adviser.” You will see both spellings in this article. Read more here.

Top 10 Jobs For Finance Majors And Who’s Hiring

This is one of the most common characteristics of financial advisors. Having a CFP means that the financial advisor is a fiduciary, so they must act in the best interests of their clients. Financial professionals who become CFPs must take financial planning classes and learn about topics such as investment planning, estate planning, retirement planning, and ethics. Financial advisors must have a bachelor’s degree from an accredited university or college and professional work experience before taking courses. The CFP exam is a board-level exam administered by the Institute of Financial Planning, an accredited college.

Investors they serve: Individuals who need personalized investment advice, financial planning services, or (in some cases) sales services (buying and selling financial instruments such as stocks and bonds).

This title is offered by the American College of Financial Services, an accredited college. Although a ChFC is similar to a CFP (including the requirement to act as a fiduciary when dealing with clients), there are significant differences. In addition to basic courses in financial planning, ChFC also studies topics such as special needs planning or behavioral finance. ChFC must also pass a thorough inspection. ChFC is bound by the American College of Financial Services Code of Ethics and the school maintains high standards of ethics. It is not uncommon for financial advisors to hold both certifications (CFP and ChFC).

Find A Financial Advisor

Investors they serve: People who need an insurance-focused financial advisor may want to contact ChFC. But ChFC also specializes in topics such as tax and retirement planning, special needs counseling and wealth management.

RIAs are trusted independent financial advisors who provide financial planning advice and assist individuals in managing their assets. Many RIAs are also CFP and ChFC. If an RIA does not possess these qualifications, they must pass the Series 65 examination under the Uniform Investment Advisers Act, which covers topics such as federal securities laws. The exam is administered by the Financial Industry Regulatory Authority (FINRA), a third-party organization that regulates registered brokers and brokerage firms. Because RIAs provide investment advice, they must also be registered with the Securities and Exchange Commission (SEC) or their state regulator. You can research RIA background and information on FINRA’s BrokerCheck website.

Investors they serve: RIAs provide personalized investment advice and some manage portfolios. They are unlikely to help with all financial planning.

Financial Advisor To Entertainment Professionals — Odi Financial

Broker-dealers buy and sell securities for individuals or their accounts. Although “broker-dealer” is a compound term, a broker and a dealer are two separate entities. Brokers execute orders for clients. In addition to trading, full-service brokerage firms also work with individuals in the financial system. Discount brokerage firms simply execute trades. Dealers must pass the Series 7 General Securities Representative Qualification Examination, which tests a dealer’s knowledge of selling stocks, bonds and other insurance products such as mutual funds. Broker-dealers are also registered with the SEC and FINRA. You can research the background and experience of broker-dealers and firms on FINRA’s BrokerCheck website.

Robo-advisors provide digital financial advice through automated investment platforms that use artificial intelligence and limited human interaction. To use a robo-advisor, investors fill out a questionnaire about their financial situation and goals, and the platform selects a model portfolio based on their answers. Robo-advisor accounts are generally easy to open, available to people with little money to invest, and have lower fees than using a human advisor.

Financial coaches work with people to explore their relationship with money and financial goals. They help people plan their savings and spending priorities and give customers a better understanding of their overall financial situation. A financial coach is sometimes called a financial coach. They provide advice, but they are not licensed to sell securities, and they may not be trustworthy. This is a relatively new platform, so check out the trainer details. The Association for Financial Counseling and Planning Education certifies these advisors, and the organization is accredited by the National Commission on Accrediting Firms.

Media & Entertainment Consulting

There is a lot of confusing terminology surrounding financial professionals, so make sure you understand your financial situation and goals before seeking advice. In addition to financial advisors, other professionals may also influence your financial journey. These include tax advisors, estate planning attorneys, and insurance agents who sell products such as annuities. They can all provide assistance, but you will also have to pay for their advice. AT EP Wealth Advisors Understanding your overall financial situation helps us develop a plan that fits your financial needs and wealth goals. While the nuances of everyone’s situation are different, here’s how we create a plan based on your life stage, career, and goals.

After spending most of your adult life, you need enough cash flow to enjoy your retirement. As a retiree, you may also be concerned about saving money and/or transferring wealth in a tax-efficient way. We work with retirees to create plans designed to help you enjoy the fruits of your labor during retirement.

Managers typically receive a large portion of their compensation from stocks, creating a concentrated, diversified portfolio. We work with managers to diversify and spread your risk in a tax-efficient manner so that your investments are well managed while you continue to focus on your job.

Fiduciary Vs. Financial Advisor: What’s The Difference?

Entertainment professionals often face unique financial challenges with unstable income. We serve as your financial and business advisor, helping you plan your career and prepare for income fluctuations.

Professional athletes often make a lot of money in a short period of time, but face the risk of injury or wear and tear outside of the sport they play. If you’re a professional athlete, we’ll help you create a budget that handles your cash flow to help you maintain a healthy income after your athletic career is over.

Developers often like to read the details of their portfolio positions and financial plans. We are always happy to sit down with you to review and prepare all aspects of your financial plan, including tax planning, Monte Carlo simulations or selecting an insurance policy.

Sports & Entertainment

Whether you are a member of a private practice association or a medical group, as a physician you may have the same tax benefits as a small business owner, or a compensation package that allows you to retire before fully retiring. We help you understand what you already have and identify and close the gaps.

Lawyers often come to us for help in relieving some of the stress in their lives. As a busy attorney, you may not have time to consider the financial implications of a partnership agreement or defined benefit plan. EP Wealth Advisors helps you understand your interests and analyze the various implications of owning a partnership. We also help you take advantage of the unique liquidity and estate planning considerations in your partnership.

Separation and divorce are emotional changes, and you may need help understanding your financial situation after your life is turned upside down. We work with you before, during, and after your divorce to gain a complete understanding of your financial health and develop a plan moving forward.

What Is An Investment Adviser, How Do They Work?

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