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financial planner
fi·nan·cial plan·ner (plural fi·nan·cial plan·ners)


noun 
Definition:
 
somebody helping people plan investments: somebody whose job is to help individuals plan their finances, e.g. by helping them to choose the right investments or pension plan
Encarta® World English Dictionary [North American Edition] © & (P)2009 Microsoft Corporation. All rights reserved. Developed for Microsoft by Bloomsbury Publishing Plc.
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