Financial Planners are excellent in drafting a workable and cost-effective program for clients who are planning on making investments or keeping savings.  These plans will help clients to direct their income and savings so that it may be used as an investment for businesses, insurances or retirement packages in the future.  Financial planners must thoroughly evaluate the current financial disposition of clients and understand their desired goals before drafting a customized financial plan.

Financial Planner Resume Template


Ryan Pengly

897 Fischer St.

Arizona, 7893

Phone: (212) 210-2100



Experienced and responsible professional seeking for a position as Financial Planner

Summary of Qualification

  • Excellent skills in analyzing and evaluating financial statements, records and data
  • Highly knowledgeable in drafting maximized investment strategies for clients
  • Very good interpersonal, social and communication skills
  • Highly skilled in maintaining profitable relationships with clients
  • Exceptional skills in devising and executing business development strategies

Career Experience/Job History

2008 – 2011: Financial Planner, Keagan Miller and Associates

  • Conducted in-depth reviews of financial disposition of clients and interviewed them for their desired future goals
  • Developed long-term and short-term investment strategies with regards to business capitalization, retirement packages and insurances
  • Created plans and regularly assessed its viability while introducing revisions to the financial plan if necessary
  • Educate and inform clients of legal laws governing investments of assets and identifying the most convenient and efficient way of handling their investments


2008 – 2011: Financial Services Assistant, Kentucky Financial Services

  • Assisted clients in application and processing of accounts in banks or other finance companies
  • Advised clients on their existing financial standing and assisted in the adjustment of  appropriate investment strategies



2004-2008: Master of Arts in Finance, University of Arizona

2000-2004: Bachelor of Arts in Finance, University of Arizona


Professional reference will be furnished upon request.