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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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Six figures is “an awesome accomplishment for any American,” but compared to the 1990s, “it doesn’t feel the same,” CJ Stermetz, a financial planner and founder at EquityFTW, told MarketWatch.

From MarketWatch Jul. 22, 2026

The financial planner you hired decades ago did exactly what you expected.

From MarketWatch Jul. 16, 2026

“Financial independence means different things to different people,” said Mary Ware, a Charlotte, N.C.-based certified financial planner.

From MarketWatch Jul. 12, 2026

Enlisting a financial planner and estate-planning attorney can help you project your cost of living based on different scenarios, housing options and other variables.

From MarketWatch Jul. 12, 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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