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

“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

“The clearest indicator is surprise — reviewing a statement and finding the total for delivery apps higher than expected,” said Joshua Brooks, a financial planner and founder of Exponential Advisors, a firm that works with military veterans.

From MarketWatch

“Buying a car today means looking well beyond the sticker price,” said Joon Um, a certified financial planner at Secure Tax & Accounting in Hayward, Calif. “Insurance, taxes, registration, fuel and maintenance can add a lot — especially with newer, tech-heavy cars that are expensive to fix.”

From MarketWatch

As for maintenance costs, Kyle Playford, a certified financial planner at Freedom Financial Partners in Oakdale, Minn., said he works with clients to build $1,000 to $2,000 a year for repairs and maintenance into their budget, adjusting for inflation each year.

From MarketWatch