Dictionary.com
Thesaurus.com
Showing results for financial planner. Search instead for financial minister.

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.

See Examples For:

Caleb Pepperday is a financial planner who works with clients who are largely between 30 and 50 years old and are physician assistants.

From MarketWatch Sep. 16, 2026

He went on to play corrupt financial planner Marty Byrde, whose life is turned upside down, on “Ozark.”

From Los Angeles Times Sep. 14, 2026

“It’s great to start early,” said Matt Coursen, a certified financial planner and relationship manager at Plante Moran, a wealth-management firm based in Detroit.

From The Wall Street Journal Sep. 7, 2026

Kashif Ahmed, a certified financial planner and president of American Private Wealth, offered a similar framework.

From MarketWatch Sep. 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

Just like flashcards, but way more fun

Don't take our word for it. Leave the boring studying behind and join VocabTrainer today. You'll learn even faster and never look back.

Take me to Vocabulary.com