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Personal Financial Advisor

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AVG. SALARY

$151,680

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EDUCATION

Bachelor's degree

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JOB OUTLOOK

Stable

Real-Life Activities

Real-Life Decision Making -- Solution

You take him on as a client and hope that the investments turn out.

This is the real-life decision made by Deborah Webb and her husband, who are partners in their own financial planning firm.

The Webbs took on the client in the hopes that they could "fix" the poor investments. Unfortunately for them, after one year the mutual funds that the client had invested in had done very poorly. The client came back in and blamed them for the poor investments. They were caught in a no-win situation.

"We learned to go with our own instincts after this," says Deborah Webb. "We weren't sure of what to do and we learned that you have to have a clear conscience when you go with a client. Our job is to do the best for the client. In the future, we will go with our intuition and instincts."


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OCAP believes that financial literacy and understanding the financial aid process are critical aspects of college planning and student success. OCAP staff who work with students, parents, educators and community partners in the areas of personal finance education, state and federal financial aid, and student loan management do not provide financial, investment, legal, and/or tax advice. This website and all information provided is for general educational purposes only, and is not intended to be construed as financial, investment, legal, and/or tax advice.