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.
To save money, she agreed to move her portfolio elsewhere, but she was genuinely distraught over the loss of what she believed was a friendship with the financial planner.
From MarketWatch • May 27, 2026
For investors interested in direct, singular exposure to a private company, these platforms are probably your best bet, said Matt Chancey, a financial planner and founder of Tax Alpha Companies in Tampa, Fla.
From The Wall Street Journal • May 16, 2026
Working with a financial planner is the cleanest path, especially as dollar amounts increase and tax implications get more complicated.
From MarketWatch • May 15, 2026
“It’s going to be wrong,” said Andy Panko, a certified financial planner and educator who blogs, podcasts and runs a popular Facebook group through his platform Retirement Planning Education.
From MarketWatch • May 15, 2026
Tom Gau is a financial planner in Torrance, California, just south of Los Angeles.
From "The Tipping Point" by Malcolm Gladwell
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.
