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

Andrew Herzog, a certified financial planner in Plano, Texas, also uses the 50/30/20 model, but adjusts it so 20% of his income goes toward fun and 30% toward savings.

From MarketWatch

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

“This is the biggest win that people can have if they want to set their kids up for retirement,” said Ryan Greiser, a certified financial planner with Opulus in Doylestown, Pa. He’s planning to open accounts for his three children, ages 3, 5 and 7.

From The Wall Street Journal

“I’d rather meet them where they are and fold it into an explicit risk budget than pretend it doesn’t exist,” said Patrick Huey, a certified financial planner in Naples, Fla.

From MarketWatch

“My view on crypto has evolved over time,” said Matt Sheers, a certified financial planner in Plymouth, N.H.

From MarketWatch