Financial Planner, Advisor or Coach - What's the Difference?

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Financial planner, advisor, or coach: What’s the difference?

Rounding it up

  • Financial advisors manage money for clients, often in the form of managed investment portfolios.

  • Financial planners provide comprehensive money management services, including advice on saving, investing, and taxes.

  • Financial coaches are money experts that provide reliable advice to help you manage your own finances.

  • KOHO Premium account holders can talk to a financial coach at any time in the KOHO app.

8 min read

Gaby Pilson
#financial advisor#financial planner#financial coach#finances

Gaby Pilson

Gaby Pilson is a writer, educator, travel guide, and lover of all things personal finance. She’s passionate about helping people feel empowered to take control of their financial lives by making investing, budgeting, and money-saving resources accessible to everyone.

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