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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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Selling at a loss to chase higher rates can result in lower returns, said Andrew Van Alstyne, a financial planner in Waxhaw, N.C.

From The Wall Street Journal Sep. 1, 2026

James Mayo, a financial planner in Lakewood, Colo., builds bond ladders, which means owning individual bonds or target-maturity bond funds with maturities that span multiple years.

From The Wall Street Journal Sep. 1, 2026

Dish, who now works as a financial planner, says she would buy "pretty much anything that was trending" but her biggest vice was scrolling on shopping apps to pass the time.

From BBC Aug. 27, 2026

“It’s a year you’re not putting anything into the Social Security system,” says Carolyn McClanahan, a physician-turned-certified financial planner.

From MarketWatch Aug. 26, 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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