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

But commodities can go down as quickly as they come up, says Chris Kampitsis, a certified financial planner with Barnum Financial Group’s the SKG Team in Elmsford, N.Y.

From Barron's

“My No. 1 rule when I’m introduced to a couple is I always ask for both of their emails,” said Rose Swanger, a Knoxville, Tenn.-based certified financial planner who also provides tax-preparation services for her clients.

From MarketWatch

“It’s an exploratory conversation,” said Charles Scarallo, a certified financial planner in Melville, N.Y.

From MarketWatch

To raise your score, certified financial planner Crystal Cox recommends identifying and addressing any negative information on your credit report — such as collection accounts, late payments or bankruptcies.

From MarketWatch

“Do not let geopolitical fear derail sound portfolio or household decisions,” said Jon Ulin, a financial planner at Ulin & Co.

From MarketWatch