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Financial Planners


Financial planning is the process of establishing financial goals and creating ways to reach them. Certified financial planners examine the assets of their clients and suggest what steps they need to take in the future to meet their goals. They take a broad approach to financial advice, which distinguishes them from other professional advisers, such as insurance agents, stockbrokers, accountants, attorneys, and real estate agents, each of whom typically focuses on only one aspect of a person's finances. Approximately 271,700 financial planners are employed in the United States. Financial planners are also known as personal financial advisors.

Salary Range

$25,000 to $100,000+

Minimum Education Level

Bachelor's Degree




Faster than the Average
Personality Traits




Career Ladder
Investment Banker, or Financial Consultant, or Financial Analyst

Experienced Financial Planner

Entry-Level Financial Planner

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