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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

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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

Consider working with a trustworthy certified public accountant or a reputable financial planner.

From MarketWatch Sep. 10, 2026

Then, at age 57, a certified financial planner told him he had more than enough saved to retire.

From The Wall Street Journal Sep. 10, 2026

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

From "The Tipping Point" by Malcolm Gladwell

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