financial planner

A financial planner is an individual licensed to provide investing advice to an everyday consumer. This professional may work with consumers or businesses in guiding their financial decisions. Often, their job is specialized, such as offering retirement planning services or providing investment advice to a business. In most cases, the recommendations a financial planner makes will have an analysis and reworked over time, generally done by the financial planner. Ultimately, the planner's job is to determine the right financial path for an individual to take to meet their end goals. Financial planners must have a license in the state they work in to offer any type of investment products and services. The licensing requirements for financial planners vary by state laws.

Fast Facts

In the United States, there were 397,000 personal financial advisers working in 2006.
Of the 397,000 financial advisors in the U.S. in 2006, 221,000 of them held the position of financial analyst.

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Financial Planner

Do you know what the benefits of consulting a professional financial planner are?...
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Options for Getting Financial Advice

With recent concerns about our economy and job losses, getting financial advice is a prudent move. You can get...
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Financial Glossary - A
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Budgeting Plan

The need to establish a family budget is not limited to tough economic times; it is the foundation for creatin...
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Debt Securities

Debt securities are basically Promissory Notes that pay interest and the return of principal at the end of a s...
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