financial advisor

A "financial advisor" helps individuals and businesses manage their financial affairs and plan for the future.

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Definition

B2Personal Finance

(professional)A professional who provides guidance on managing money, investments, and planning for retirement.

Example

  • She hired a financial advisor to help her invest her savings wisely.
  • A financial advisor can assist you in planning for a secure retirement.

C1Business Finance

(professional)An expert who offers advice to businesses on financial strategies, risk management, and growth planning.

Example

  • The company consulted a financial advisor to develop a long-term investment strategy.
  • A financial advisor can help businesses manage their assets and liabilities effectively.

Similar

Terms that have similar or relatively close meanings to "financial advisor":

life coachcity banker