Rani Jarkas – Roles and Benefits of a Financial Advisor

Thanks to the development of modern services industry, individuals can easily access to professional services to help manage our life and make it more convenient, such as fitness, diet, education, and most importantly, finance.

 

The function of a financial advisor may be somehow similar to that of your fitness instructor. Like a fitness instructor who helps you to build a healthy body, a financial advisor will offer advice on how to manage your money wisely through a variety of strategies to achieve your ultimate financial goal.

 

Therefore, the benefits of hiring a financial advisor are obvious. The core and primary advantage are the financial advisor’s expertise and knowledge that they possess. They have received years of education and training in order to facilitate your financial goals. More importantly, a qualified financial advisor has a fiduciary duty to work in the clients’ best interests. This is also how a financial advisor wins the trust from the clients.

 

Also, expertise brings efficiency. A professional financial advisor could quickly analyse and understand your current situation and make the best financial strategies for you. They will also monitor and adjust the strategy during the implementation stage.

 

Mr. Rani Jarkas, a sophisticated financial advisor with more than two decades of solid experiences, founded Cedrus Investments over 18 years ago. Cedrus Investments is 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.