financial planner Meaning in the Cambridge English Dictionary Cambridge dictionaries logo
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Meaning of “financial planner” in the English Dictionary

"financial planner" in Business English

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financial plannernoun [C]

uk   us  
FINANCE a ​person whose ​job is to ​advisepeople on how to ​manage their ​financialarrangements: Professional ​financialplanners can ​help you make ​informed decisions about your ​financial future. She eventually ​studied to become a certifiedfinancialplanner to ​helpclientshandle a broad ​spectrum of ​financialissues. They ​plan to consult a ​financialplanner to ​helpfigure out when he could ​retire.
(Definition of financial planner from the Cambridge Business English Dictionary © Cambridge University Press)
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