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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.

‘I don’t want or need a financial planner making between .05% and 1%,’ but I want help.

From MarketWatch • Jun. 16, 2026

Joseph Favorito, a financial planner in Melville, N.Y., had a client who was making a big salary and worked until his late 70s.

From Barron's • Jun. 13, 2026

A financial planner can help evaluate these scenarios, but you can also run the calculations yourself.

From MarketWatch • Jun. 11, 2026

“Most of the interest is emotional, which is the honest truth,” said Jeff Judge, a financial planner in Forest Hill, Md. “People want to own a piece of Elon Musk’s rocket company.”

From The Wall Street Journal • Jun. 10, 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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