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Finance Glossary

Just call us Bond. Amortized bond.

Over 700 finance terms, Shmooped to perfection.

Financial Planner


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.