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Everything About A Financial Advisor - Services, Uses, Certification

Looking for a trustworthy financial advisor? Read this blog to know what a good financial advisor does and how they can assist you in wealth creation and management. Learn more about how Cube's expert financial advisors Wealth First and RIA, Rick Holbrook approach investment advisory.
November 7, 2024
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The term "financial advisor” applies to many roles and disciplines that are broadly tasked with recommending investment options ethically and assisting in budget planning.

In this blog, we'll help you understand the role of a financial advisor right from who they are to what they do. Plus you’ll get to know more about Cube's financial advisors.  

Who is a Financial Advisor?

A financial advisor like Wealth First or RIA, Rick Holbrook is a licensed entity/professional who can help you make the right financial decisions based on their longstanding expertise in the world of financial markets.

Financial advisors will focus on doing what is right for you based on your financial goals and risk profile. A good financial advisor will show you the pathway towards investing wisely - this person is NOT a salesperson and should not have any vested interests.

For example, Cube's Mutual Fund Advisor, Wealth First curates a list of the best mutual funds for users on the Cube Wealth app These funds are suited to your investment goals and risk profile. 

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