Professional bio samples finance

The best financial advisor professional bios inform and reassure potential clients on two main points: ability and trustworthiness. Here’s a sample short professional biography for a certified financial advisor that addresses both those issues:

Short Bio for Financial Advisor

___________ (your name) is an experienced and knowledgeable financial advisor, ready to work with you to ensure you and your family’s financial future.

He/She has a degree in ___________ from ____________, and has also been certified in  _ _____ (annuities, life insurance, estate planning, trusts, or whatever specific training you have). After _____ years  working with __________, _________ made the decision to start  his/her own financial services company, _________.

Over the past ______ years, he/she has worked with more than ______ clients to help them choose, invest, and manage plans that will offer safe investments and excellent returns. As a financial planner, ________ ‘s main goal is to help yo