Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Related Content The Financial Literacy Crisis Many Americans are operating their personal finances with only the barest minimum of knowledge. What’s Your Investment IQ? You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz Are You Ready for Your Portfolio to Make a Difference? Learn about the rise of Impact Investing and how it may benefit you.