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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

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Consult with a certified financial planner and a tax accountant.

From MarketWatch Aug. 14, 2026

“The practical side of finance is the easier part,” says Lissa Lumutenga, a Los Angeles-based certified financial planner and financial educator.

From The Wall Street Journal Aug. 7, 2026

In those moments, steady dividend income can provide a vital cash bridge before tapping tax-deferred accounts early, said Charley Corbett, a financial planner in Naples, Fla.

From The Wall Street Journal Aug. 6, 2026

Jon Ulin, a certified financial planner and managing principal of Ulin & Co.

From MarketWatch Aug. 5, 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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