A stockbroker or wealth manager will typically take control of your entire portfolio or assets and manage them. A stockbroker, money manager, wealth management specialist, or financial advisor is a little different than a financial planner. A financial planner is someone who takes an entire view of your financial picture to help you look at your entire financial picture in a holistic way. Financial planning helps you do more by building an entire financial plan encompassing legal, estate planning, investment, insurance, and more, and then systematically helping you implement that plan. This process does not just focus on one specific area of your financial plan but the entire plan as cohesive sections that comprise your total plan.