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What is a person who manages a client's finances?

Updated: 8/19/2019
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Q: What is a person who manages a client's finances?
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What manages a clients finances?

The person or company that manages a clients finances can be any of the following: A. A certified accountant or accounting firm; and B. An investment advisor.


What person manages a client's finances?

The person or company that manages a clients finances can be any of the following: A. A certified accountant or accounting firm; and B. An investment advisor.


What do you call someone who manages a clients finances?

Most of the time a person charged with managing a clients investment portfolio is called an Investment Adviser,Portfolio Manager or a Financial Advisor.Some people put their investment trust in a "broker" who is in fact a securities salesperson at a brokerage firm.


What if a finance company lies about a clients finances to a lawyer?

Sew them!


Difference between a credit manager and a financial manager?

A credit manager manages basically credit and the obtaining of credit. A financial manager manages the overall finances of an entire organization.


What is the name of a person who manages the money of a business?

A finance manager is the name of a person who manages the money of a business.


How does working in a way which manages risk reduce the likelihood of clients being abused?

The hands on approach management of the managers will definitely reduce the likelihood of clients being abused.


Who is the person who manages crops?

A farmer.


Objective of financial management?

Financial management is a discipline that allows manages and others to be more in control of their finances. They get to learn how to invest and make profits.


What is the use of finance department?

This is the part of an organization that manages the money. Its main function is organizing, auditing, planning, accounting and controlling the companyâ??s finances.


A person who is good in budgeting and finances?

An Accountant.


What are finances?

Provide funding for (a person or enterprise).