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

“Where you are today is not a life sentence,” financial planner Dan Honsberger, founder of Reel Financial Planning, told MarketWatch.

Read more on MarketWatch

It’s not any more difficult than going to see a financial planner, for instance, or even filling out basic medical forms.

Read more on MarketWatch

Alice felt more comfortable with one of them, Logan Reed, a financial planner in Branford, Conn., whom she had met in a videoconference.

Read more on The Wall Street Journal

“You can always decide to go from an inherited spouse IRA to your own IRA down the road,” Stephen Maggard, a certified financial planner at Abacus Planning Group.

Read more on MarketWatch

Instead of just aimlessly spending all the money you have left over after meeting your financial obligations, assign yourself a fixed amount for nonessentials, suggests Susie McLane, a certified financial planner at Summit Place Financial Advisors in Summit, N.J.

Read more on MarketWatch