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 Bloomberg US Aggregate Bond Index used to be called the Lehman Brothers Aggregate Bond Index,” said Allan Roth, a financial planner in Colorado Springs, Colo. “Big and iconic companies do go under.”
From The Wall Street Journal ● Oct. 8, 2026
For longtime financial planner Daniel Goldie, it comes down to a simple set of instructions he calls a retirement policy statement.
From MarketWatch ● Oct. 2, 2026
I asked our financial planner, Michael, on a video call.
From The Wall Street Journal ● Oct. 2, 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
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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