A financial planner is a person who helps you make a plan for managing your money wisely and achieving your financial goals. They give advice on how to save, invest, and budget your money, so you can have a better financial future. Full definition
In the objective, refer to yourself as a certified financial planner with vast customer service experience or as a CPA with advanced management training. (work.chron.com)
However, no one expects you to know everything, so reach out to your HR professional or a trusted financial planner with any complex questions you may have. (afs401k.com)
And, as the fee - only financial planner in my community, I've been getting the following question a lot: How do I set up a 529 college savings account? (definefinancial.com)