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financial planner

American

[fi-nan-shuhl plan-er] / fɪˈnæn ʃəl ˈplæn ər /

noun

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.

“Target-date funds really come down to simplicity versus optimization,” Michael Bogardus, a financial planner at Barnum Financial Group, told MarketWatch.

From MarketWatch • Apr. 30, 2026

I have been debating whether I need the services of a certified financial planner.

From MarketWatch • Apr. 27, 2026

Jeremy Keil, a certified financial planner with Keil Financial Partners, agrees.

From MarketWatch • Apr. 23, 2026

“Since I was the one who wanted the divorce, it felt like the right thing to do and a way to show kindness,” said Long, a financial planner in Tucson, Ariz.

From The Wall Street Journal • Apr. 20, 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