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What Does a Financial Advisor Do?

07/01/2021

Sonya Ranker, a certified divorce financial analyst and certified financial planner at Questmont Strategic Wealth Advisors, estimates 30% of her time is specific to investments. "The rest of the time is more advanced planning and goal strategizing," she says. "I review tax returns as much as I review investment statements."

U.S. News & World Report, July 1, 2021

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