Rani Jarkas – Difference between Financial Planner and Financial Advisor

A financial planner or a financial advisor is the kind of person you may want to turn to when it comes down to your financial matters. In other words, a financial planner or financial advisor both will help to manage your money and achieve your financial goal.

 

The definition of financial planner or financial advisor is not strictly specified in any legal or official documents, but one shall hold certain certificates in order to be capable and competent whether as a financial planner or financial advisor.

 

From a broader view, a financial planner is a type of financial advisor, while a financial advisor is not always a financial planner. A financial planner always specialized in building financial plans and help clients reach their ultimate financial goals. While a financial advisor could manage much more beyond that.

 

A financial advisor may focus on investment management, estate planning, retirement planning, insurance, debt repayment, tax planning or any other aspect of the financial industry. And most of the time they are assigned to work with high-net-worth individuals, corporates, foundations, etc.

 

Mr. Rani Jarkas is a highly experienced and accomplished financial services executive, with over 23 years of international financial services experience. Currently, Mr. Jarkas is the Chairman and CEO of Cedrus Group, a global boutique investment firm headquartered in Hong Kong, specializing in Asset Management, Financial Advisory Services and Private Wealth Management.

 

With the leadership of Mr. Jarkas, Cedrus is relentlessly committed to provide clients with solutions that enable them to meet their financial goals through its state-of-art open-architecture platform, first-class business partners, extensive international experience and connections, including offering all its clients access to institutional-caliber products in the global market place, best-of-breed investment products, securities, bonds and commodities on exchanges abroad in local currencies, customized global asset allocations, anonymous order execution, transparency and optimal execution.