financial planner Definition

financial planner

Definition

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.

This content can be found on the following page:

Reproduction of all or part of this glossary and/or this page, in any format, without written consent is prohibited. If you have questions about this dictionary please feel free to contact us feedback\@\investorguide.com

email
print
cite
link
translate
share

financial planner is ...
... part of the Retirement subject.

Related Terms

service fee - More

Personal Financial Specialist - More

Certified Financial Planner - More

financial planning, Linsco Private Ledger (LPL)