financial planner

American  

[fi-nan-shuhl plan-er] / fɪˈnæn ʃəl ˈplæn ər /

noun

1. a qualified person who offers advice on the allocation and management of finances and capital.

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Example Sentences

Our financial planner assures us that, at this rate, we won’t run out of money, but I wonder.

From The Wall Street Journal

Before we were both retired, our financial planner began watching carefully over our assets and meeting with us regularly to make sure we were financially prepared.

From The Wall Street Journal

If possible, also consider consulting a HUD-approved housing counselor or a fee-only financial planner.

From MarketWatch

And so Scott’s major recent step has been to hire a financial planner to help them hammer out their final retirement plans.

From MarketWatch

“This type of mega backdoor Roth IRA conversion is particularly attractive, I believe, for investors who want massive tax-free growth for retirement and can afford the current tax hit on the conversion,” said Jay Spector, a certified financial planner and founding partner at Evervest Financial.

From MarketWatch