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.
Dinon Hughes, a certified financial planner at Nvest Financial and fellow Gen Z-er, suggests splitting your investments between an index fund and a Roth IRA.
From MarketWatch ● Nov. 13, 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
Appel is now in his mid-30s and works as a financial planner based in Wisconsin who specializes in helping families with transitions like the one his own family faced.
From MarketWatch ● Oct. 6, 2026
Start with the investment policy, said Charles Sachs, a certified financial planner and chief investment officer at Imperio Wealth Advisors.
From MarketWatch ● Oct. 3, 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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