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Financial planners help individuals and groups plan the use of their savings, income, and investments.
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A financial planner helps individuals and businesses meet their financial goals. The role of a financial planner includes. The job duties and responsibilities of a financial planner are determined by certified financial planner boards of standards whereas the job a financial planner provides their customers with clear specific goal with proper opportunities. What do financial planning specialists do? Educate clients and answer questions about investment options and potential risks. Practicing in full service personal finance, they advise clients on investments, insurance, tax. Interested in the financial market. A financial planner or personal financial planner is a qualified financial advisor.
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