An investment professional who helps individuals set and achieve their long-term financial goals, through investments, tax planning, asset allocation, risk management, retirement planning, and estate planning. The role of a financial planner is to find ways to increase the client's net worth and help the client accomplish all of his/her financial objectives.
Related information about financial planner:
- Financial planner - Wikipedia, the free encyclopedia
A financial planner or personal financial planner is a practicing professional who prepares financial plans for people covering various aspects of personal ...
- Certified Financial Planner Board of Standards Inc.
Regulatory organization that creates and enforces uniform standards of competency, practice and ethics of financial planners through professionally ...
- Financial Planners — Online Financial Planning — Financial ...
Financial Planners — If you're looking for a financial planner or are looking for information about financial planning, visit our site.
- How to Choose a Financial Planner - Personal Finance - WSJ.com
Anyone can hang out a shingle as a financial planner, but that doesn't make that person an expert. They may tack on an alphabet soup of letters after their ...
- Financial Planners
Aug 20, 2008 ... A financial planner typically prepares financial plans for his or her clients. The kinds of services financial planners offer can vary widely. Some ...
- Personal Financial Advisors : Occupational Outlook Handbook : U.S. ...
Apr 26, 2012 ... The Certified Financial Planner Board of Standards offers the Certified Financial Planner (CFP). For this certification, advisors must have a ...
- Financial Planner Definition | Investopedia
A qualified investment professional who helps individuals and corporations meet their long-term financial objectives by analyzing the client's status and setting a ...
- Millionaire or Not, You Can Find a Financial Planner - New York Times
Jul 31, 2005 ... Though some planners and advisers are helping those of modest means, the stereotype of the unaffordable financial planner dies hard.