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Financial Planner
Financial Planner - FP
Image 1 An investment professional who helps individuals delineate financial plans with specific objectives and helps coordinate various financial activities.
Image 2 Some questions to ask a financial planner before you decide to use him/her:

What are your credentials?
What services will you provide?
How much will it cost?
How are you paid?


Analyst


Certified Financial Planner (CFP)