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词汇 financial-planner
释义 financial planner
noun[ C ]
ukus
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.
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financial adviser

Examples of financial planner


financial planner
A broker may also be a financialplanner.
From
Wikipedia

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He worked as a financialplanner before entering political life.
From
Wikipedia

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These contracts are called no-load variable annuity products and are usually available from a fee-based financialplanner or directly from a no-load mutual fund company.
From
Wikipedia

This example is from Wikipedia and may be reused under a CC BY-SA license.
Policy owners often learn about settling their policies from a financialplanner or advisor, insurance broker, attorney, friends or family, or estate planning presentations.
From
Wikipedia

This example is from Wikipedia and may be reused under a CC BY-SA license.
The filmmakers then request that he meet with a financialplanner.
From
Wikipedia

This example is from Wikipedia and may be reused under a CC BY-SA license.
He has also returned to his practice as a chartered financialplanner.
From
Wikipedia

This example is from Wikipedia and may be reused under a CC BY-SA license.
He has worked as a journalist, teacher, writer and certified financialplanner.
From
Wikipedia

This example is from Wikipedia and may be reused under a CC BY-SA license.
He then became a certified financialplanner.
From
Wikipedia

This example is from Wikipedia and may be reused under a CC BY-SA license.
Using net present value calculators, the financialplanner will suggest a combination of asset earmarking and regular savings to be invested in a variety of investments.
From
Wikipedia

This example is from Wikipedia and may be reused under a CC BY-SA license.
Ted states his belief that the financialplanner is only after his money and rips up his card.
From
Wikipedia

This example is from Wikipedia and may be reused under a CC BY-SA license.
These examples are from corpora and from sources on the web. Any opinions in the examples do not represent the opinion of the Cambridge Dictionary editors or of Cambridge University Press or its licensors.
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