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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.

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“There’s a psychological comfort for some in receiving periodic cash payouts rather than deciding when to trim positions or trigger capital gains,” said Hyrum Smith, a financial planner in Spanish Fork, Utah.

From The Wall Street Journal Aug. 6, 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

“These might be a new parent’s peak earning years,” said Kelly Keydel, a Seattle-based certified financial planner.

From MarketWatch Aug. 1, 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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