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.
Elizabeth Buffardi, a financial planner based in the Chicago area, is a spreadsheet person.
From MarketWatch ● Nov. 5, 2026
Juan Hernandez-Ariano, a financial planner with WealthCreate in Houston, Texas, says annuities like this can either be a great retirement tool or a very bad decision, depending on the individual’s own circumstances.
From MarketWatch ● Oct. 23, 2026
With the help of a certified financial planner, you could stress test your retirement with a variety of options.
From MarketWatch ● Oct. 8, 2026
“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
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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