financial planner


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.

​ Was this Helpful? YES  NO 10 people found this helpful.

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

​ Was this Helpful? YES  NO 5 people found this helpful.

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.

​ Was this Helpful? YES  NO 4 people found this helpful.

Show more usage examples...

Mentioned in these terms

Browse by Letter: # A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
service fee financial planning