noun
financial planner
A professional who advises on personal finances, investments, insurance, and retirement planning. Often used for certified professionals in Japan, such as those holding the ファイナンシャル・プランニング技能士 qualification.
ファイナンシャルプランナーに相談して、老後の資金計画を立てた。
I consulted a financial planner and made a retirement savings plan.
彼女は
She is studying to get a financial planner certification.