Financial Planner

The article may contain affiliate links from partners. Our reviews and opinions are our own. Learn how we make money to support our financial wellness mission.

An investment professional who typically prepares financial plans for clients. The services financial planners offer can vary widely. Some financial planners assess every aspect of a client’s financial life and help the client develop a detailed strategy or financial plan. Others may only be able to recommend investments in a narrow range of products that may or may not include securities.