© 2015 Shmoop University, Inc. All rights reserved.

CHECK OUT SHMOOP'S FREE STUDY TOOLS:

Essay Lab | Math Shack | Videos

Finance Glossary

Just call us Bond. Amortized bond.

Over 700 finance terms, Shmooped to perfection.

Financial Planner

Definition:

A financial planner is someone who advises individuals about their overall financial situation. Planners can work on a "fee only" basis, where they do not recommend any specific financial product, or they can offer general advice in conjunction with a sales effort that revolves around different classes of products - stocks, bonds, mutual funds, etc.

Advertisement