Financial planner
Profession
Nº Q1089801 ★★★
Rare · Knowledge
Financial planner
Profession
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.
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sales
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Sales history
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- Sales 7d
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- Sales 30d
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No sales yet.
Anonymous sales: no buyer or seller shown. Figures count player-to-player sales only.
From Wikipedia
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. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg: lawyer, accountant); or integrate into the offer of a range of financial products and services (eg: financial advisor, insurance agent); or not be integrated into other products or services, providing stand alone financial planning.
Text: Wikipédia, CC BY-SA 4.0. · Image: Whoisjohngalt (CC BY-SA 4.0) ·
