For years, accounting has been seen as a back-office function focused on compliance, managing financial records and ensuring ...

But while an accountant can suggest these strategies, a financial advisor is often needed to execute the plan, as certified public accountants, or CPAs, typically are not licensed to set up ...

accountant or both. Here are some of the situations where working with one makes sense. When to hire a financial advisor You’re looking for help with retirement planning or investment management.

and verifying financial documents—many accountants also offer budget analysis, financial and investment planning, information technology consulting, and limited legal services. Most accountants and ...

and has a degree in accounting and finance from DePaul University. Thomas Barwick / Getty Images Although it is common for some to use the terms "portfolio management" and "financial planning ...

Interested in helping people plan for their financial futures? In Western Michigan University’s personal financial planning program, you’ll gain knowledge of securities valuation, insurance, estate ...