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.

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Example Sentences

“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

“Ultimately, it’s not about mutual versus stock,” says Justin Rice, a certified financial planner at Hamilton, N.J.-based Personal Wealth Strategies.

From MarketWatch • Apr. 16, 2026

“You’re not just buying an older home, you’re buying a maintenance schedule,” said Brian Werner, a financial planner in Pittsburgh.

From The Wall Street Journal • Apr. 5, 2026

But more than 18% of dentists don’t work with any kind of adviser, be it an accountant, financial planner or investment adviser, according to a 2025-2026 survey conducted by Incisal Edge, a dental trade publication.

From The Wall Street Journal • Mar. 26, 2026

Tom Gau is a financial planner in Torrance, California, just south of Los Angeles.

From "The Tipping Point" by Malcolm Gladwell