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.

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词条贡献者

双语律师李黎，国际知名法学院法律专业，擅长翻译各类与消费者金融诉讼相关的法律文件。