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

“Go into the process with an intent to find out what you want to achieve,” said Jared Sweeney, a Boston-based certified financial planner.

From MarketWatch

“You’re way ahead of the game if you did,” said Anora Gaudiano, a New York City-based certified financial planner.

From MarketWatch

Experienced budget-makers establish a baseline by looking back two or three years and analyzing their overall spending, said John Ryan, a certified financial planner in Charlotte, N.C.

From MarketWatch

It can be an alphabet soup of certifications under a professional’s name, but some of the more well-known certifications for a financial adviser include the Certified Financial Planner designation and the Chartered Financial Consultant designation.

From MarketWatch

The CFP Board, which manages the Certified Financial Planner designation, has a search engine to help individuals find financial planning professionals.

From MarketWatch