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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

Examples are provided to illustrate real-world usage of words in context. Any opinions expressed do not reflect the views of Dictionary.com.

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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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