financial planner

Definition

An investment professional who helps individuals set and achieve their long-term financial goals, through investments, tax planning, asset allocation, risk management, retirement planning, and estate planning. The role of a financial planner is to find ways to increase the client's net worth and help the client accomplish all of his/her financial objectives.

Use financial planner in a sentence

You should keep in contact with your financial planner so that he can tell you if he has any new ideas for you.

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The financial planner helped put the client into securities that matched their preferences and risk tolerance which pleased the client.

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I was worried about where to place my investments so I went to a financial planner to help ensure that my money would grow by the time I retired.

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Certified Trust and Financial Advisor (CTFA) Linsco Private Ledger (LPL)