May 16, 2025 · A financial planner is an advisor who helps clients manage their financial affairs and work toward long-term financial goals. Many hold a professional designation.

Learn what financial planning is, what financial planners do, and how to start your career. Explore paths to CFP® certification, career guides, and job opportunities.

A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. …

Financial Planner Financial planners guide individuals and households with strategies and services for meeting their financial goals, such as personal budgets, savings, tax and retirement planning, …

Jun 10, 2025 · A financial planner can help you manage your money with an emphasis on your long-term goals, like retirement or paying off debts. Financial planners help their clients formulate a …

Aug 28, 2025 · A financial advisor can assist you in achieving your financial goals. People most often associate financial advisors with planning for retirement, but they can also be involved in general ...

Financial planners can come from a variety of backgrounds and offer a variety of services. They might be brokers or investment advisers, insurance agents or practicing accountants—or they might have …

Mar 27, 2025 · A financial advisor helps you create a long-term strategy for building wealth and managing risk. They guide you through setting financial goals and help you figure out which mutual …