financial planner

[fi-nan-shuhl plan-er]

noun

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

Example Sentences

Kevin had reached the stage in life when he wanted to ease his workload after a varied career as a financial planner, small-business owner and fitness instructor.

From Salon

“This might be one of the most compelling times since 2007 to invest in bonds,” said Pawan Jain, a certified financial planner and associate professor of finance, insurance and real estate at Virginia Commonwealth University.

From Salon

David Johnston, managing partner of Amwell Ridge Wealth Management and a certified financial planner, said the overall outlook for yields is attractive.

From Salon

You and your spouse should consider hiring a fee-only financial planner to review your situation and offer customized advice.

From Los Angeles Times

A tax pro or a fee-only financial planner could help them assess their options.

From Los Angeles Times