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

The eventual tax savings are still substantial, and if you don’t take advantage, it’s like “cutting off your nose to spite your face,” says Bethany Dever, a certified financial planner at Rockland Trust.

From Barron's

“Be sure to ‘pay yourself first’ before you spend a dollar on deals,” financial planner Benjamin Daniel advised.

From MarketWatch

Jamie Bosse, a financial planner at CGN Advisors, suggested people can create their own personal “matching program” if they have the financial flexibility to do so.

From MarketWatch

If you’re prone to overspending, you may want to set aside a sum of money right now, if possible, as an “Oops Fund” while you have the cash, said Melissa Cox, a financial planner at Future-Focused Wealth.

From MarketWatch

“I encourage clients to think about what is most important around the holidays,” rather than chasing deals, said financial planner Julie Williams of Wealthspire Advisors.

From MarketWatch