financial planner

financial planner definition - business

financial planner

A person who counsels individuals and corporations with respect to evaluating financial status, identifying goals, and determining ways in which the goals can be met. Although many people call themselves financial planners, a large number are primarily interested in selling a limited selection of products they represent. A full-time professional planner, including a certified financial planner, an investment manager, or a tax attorney, may be better able to provide unbiased advice to the investor. See also certified financial planner, chartered financial consultant.

The American Heritage® Dictionary of Business Terms Copyright © 2009 by Houghton Mifflin Harcourt Publishing Company. Published by Houghton Mifflin Harcourt Publishing Company. All rights reserved.

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