financial planner
Americannoun
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.
The financial planner you hired decades ago did exactly what you expected.
From MarketWatch ● Jul. 16, 2026
“Traditional robo advisers automate the boring stuff: allocation, rebalancing, tax-loss harvesting,” said Matt Chancey, a certified financial planner and founder of Tax Alpha Companies in Florida.
From MarketWatch ● Jul. 14, 2026
“For upper-middle-class families whose kids won’t touch the money, it’s a real tax-free growth engine,” says Matt Chancey, a financial planner and founder of Tax Alpha Companies in Winter Park, Fla.
From MarketWatch ● Jul. 10, 2026
“There is an enjoyment of craftsmanship,” added a financial planner.
From The Wall Street Journal ● Jul. 9, 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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Definitions and idiom definitions from Dictionary.com Unabridged, based on the Random House Unabridged Dictionary, © Random House, Inc. 2023
Idioms from The American Heritage® Idioms Dictionary copyright © 2002, 2001, 1995 by Houghton Mifflin Harcourt Publishing Company. Published by Houghton Mifflin Harcourt Publishing Company.