What Financial Advisors Do

There’s a common misconception that financial advisors spend all their time studying investments. While investment planning is an integral part of the job, it’s often not the central part of what a financial advisor does.

Sonya Ranker, a certified divorce financial analyst and certified financial planner at Questmont Strategic Wealth Advisors, estimates 30% of her time is specific to investments. “The rest of the time is more advanced planning and goal strategizing,” she says. “I review tax returns as much as I review investment statements.”

Sonya Ranker Featured in US News and World Report
Full Article Here

Beyond investment planning, here is what financial advisors do:

  • Meeting with clients.
  • Background planning for client meetings.
  • Staying up to date on market events.
  • Working with centers of influence.
  • Marketing.

RankerSonya_ThumbnailSonya Ranker, is a Certified Divorce Financial Analyst, Financial Advisor, and our Director of Communication and Implementation. She specializes in helping women who are in transition; focusing on planning for life after divorce or losing a spouse. She graduated Magna Cum Laude from East Carolina University with a pre-med degree. She has her Series 7 & 66 licenses.

A native to Central Pennsylvania, Sonya is originally from Lebanon, PA. She lives in Tampa with her husband, Taylor, and her son, Ian. She is passionate about her family and her community. Her community involvement includes having served on the committee for the Leukemia Lymphoma Society Summer Solstice and as chair and co-founder of the Cultural Enrichment Fund Red Carpet Soiree, and is currently on the Investment Committee of The Foundation for Enhancing Communities (TFEC).


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