Meaning of “financial planner” in the English Dictionary


"financial planner" in Business English

See all translations

financial plannernoun [ C ]

uk us

FINANCE a person whose job is to advise people on how to manage their financial arrangements:

Professional financial planners can help you make informed decisions about your financial future.
She eventually studied to become a certified financial planner to help clients handle a broad spectrum of financial issues.
They plan to consult a financial planner to help figure out when he could retire.

(Definition of “financial planner” from the Cambridge Business English Dictionary © Cambridge University Press)