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Showing results for financial planner. Search instead for financial challenges.

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.

See Examples For:

I asked our financial planner, Michael, on a video call.

From The Wall Street Journal ● Oct. 2, 2026

“These are fatal errors,” says Bradley D. Tiche, a financial planner in Wexford, Pa. “They’re made because people are unsure about what actions to take.”

From The Wall Street Journal ● Sep. 29, 2026

Elaine Floyd, a certified financial planner at Horsesmouth, gave the example of a husband and wife, both 62, with an 8-year-old.

From The Wall Street Journal ● Sep. 26, 2026

“I love municipal bonds, and they’re ‘on sale,’ which is a rarity,” says Michael McMeans, a financial planner with Silverling Financial in Columbus, Ohio.

From MarketWatch ● Sep. 25, 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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