A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...

Certified Financial Planner™ (CFP ®) recognizes individuals with financial planning, taxes, insurance, and estate planning expertise. Owned and awarded by the Certified Financial Planner Board ...

Many planners and advisors may perform the same services given the proliferation of the financial industry so do your homework before hiring someone to guide you. A financial planner is a ...