financial plannerglossary / FINANCIAL PLANNER financial planner. A person whose business is advising clients about personal finances and investments. • Upon completing a certification program, such a person is called a certified financial planner. — Abbr. CFP. 词条贡献者 资深译员Paul,毕业于国际一流的高级翻译学院,专注翻译各种与政府合同诉讼有关的法律文件。