A financial advisor is a professional who helps you organize your finances and projects, and provides assistance in making decisions with your money that will help you reach your financial goals as efficiently as possible.
Regarding how financial advisor helps to meet your future goals, of course it is their expertise that disciplines them to do so. A financial advisor shall hold certain credentials and certificates to evidence that they have received proper trainings and educations, and are qualified to perform the obligations of a financial advisor.
When it comes to the practice level, a financial advisor will need to understand your financial goals and needs first. After that, they will refer to all kinds of financial instruments and strategies including investments products, insurances, tax management, etc. While at the same time, a good financial advisor will carefully control the overall risks to maintain a steady and predictable return profile.
A good financial advisor will also monitor the implementation of the overall strategy regularly to make sure that it meets the ever-changing international and financial environment. And in case any adjustments are required, they will timely discuss with you to propose the optimal financial strategy.
Mr. Rani Jarkas, a sophisticated financial advisor with more than two decades of solid experience, founded Cedrus Investments over 18 years ago. Cedrus Investmentsis a global boutique investment banking firm providing financial planning services to top-tier clients around the globe.
With its well-stationed global offices and diligent management team as well as local staff, Cedrus is able to meet the needs of its diverse international client base.
Cedrus’ private wealth management offers private investors sophisticated and comprehensive Wealth Management Advisory Services and Asset Management Solutions. Cedrus services include offering clients access to top-tier investment products in the global marketplace, providing total portfolio management, developing customized asset allocations and making investment decisions based on unbiased, analytical research.