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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.

“Honestly, I love when clients want to travel,” said Jay Spector, a certified financial planner and founding partner at Evervest.

From MarketWatch • Jun. 20, 2026

“Unfortunately, most retirees don’t have the financial means to self-insure for a healthcare crisis,” said Chris Giambrone, a certified financial planner in New Hartford, N.Y.

From MarketWatch • Jun. 15, 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

“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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