Dictionary.com
Thesaurus.com
Showing results for financial planner. Search instead for 7+Day+Meal+Planner.

financial planner

American  
[fi-nan-shuhl plan-er] / fɪˈnæn ʃəl ˈplæn ər /

noun

  1. a qualified person who offers advice on the allocation and management of finances and capital.


Example Sentences

Examples are provided to illustrate real-world usage of words in context. Any opinions expressed do not reflect the views of Dictionary.com.

“Most of the interest is emotional, which is the honest truth,” said Jeff Judge, a financial planner in Forest Hill, Md. “People want to own a piece of Elon Musk’s rocket company.”

From The Wall Street Journal • Jun. 10, 2026

“If you’re taking out loans to cover a tax bill and the share price drops post IPO, you still have to pay the taxes,” said Giovanni Tiso, a certified financial planner at Titan.

From The Wall Street Journal • Jun. 9, 2026

“Financial stress doesn’t just impact a person’s current well-being — it can become a major obstacle to successful retirement planning,” said Scott Bishop, a certified financial planner and partner of Presidio Wealth Partners.

From MarketWatch • Jun. 3, 2026

A financial planner will be able to put together a detailed plan based on your lifestyle.

From MarketWatch • Jun. 2, 2026

Tom Gau is a financial planner in Torrance, California, just south of Los Angeles.

From "The Tipping Point" by Malcolm Gladwell

Vocabulary.com logo
by dictionary.com

Look it up. Learn it forever.

Remember "financial planner" for good with VocabTrainer. Expand your vocabulary effortlessly with personalized learning tools that adapt to your goals.

Take me to Vocabulary.com