Skip to content

Font size: A- | A | A+ Logo for Print
Press Alt + shift + h then Enter to skip to secondary navigation. Mac users press Control + shift + h

Click below to jump to glossary terms. If you are already within a glossary category, the results displayed by clicking the alphabet navigation are only related to that category.

| 1 | 4 | 5 | 8 | A | B | C | D | E | F | G | H | I | L | M | N | O | P | Q | R | S | T | U | V | W | Y

Financial Planner 

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.

Term Category: