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

“Being underwater on your mortgage doesn’t necessarily carry long-term negative effects, but it is a financial setback,” Stephen Kates, a certified financial planner and a financial analyst at Bankrate, told MarketWatch.

From MarketWatch

A homeowner who is selling a property while being underwater would need to “come to a closing with cash, which is often very difficult for homeowners who are underwater,” Bennett Pardue, a certified financial planner with New Canaan Group in alliance with Equitable Advisors, told MarketWatch.

From MarketWatch

Certified financial planner Cary Carbonaro applauds Mitchum for taking time to evaluate her whole financial picture and not rushing to make changes in the wake of her divorce.

From The Wall Street Journal

“I’m guilty of this myself, and I’m the financial planner.”

From MarketWatch

“I’m always amazed and disillusioned when I see how much younger people use food-delivery services,” Catherine Valega, a financial planner at Green Bee Advisory, told MarketWatch.

From MarketWatch