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Finance Dictionary and Glossary of Investment Terms
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.
An investment professional who assists individuals put together a financial plan and coordinate various financial activities.
Unlike financial advisers, financial planners become involved with all of your assets -- not just stocks and bonds, but real estate, insurance, even collectibles and college-savings accounts. They often formulate trusts and provide tax advice. Most planners work independently or in a group practice. However, some are full-time employees of banks, brokerage firms, insurance companies and the like.
Investment professional who analyzes an investor's circumstances and prepares a program to meet the investor's financial objectives. See Certified Financial Planner (CFP).