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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.

See Examples For:

“These are fatal errors,” says Bradley D. Tiche, a financial planner in Wexford, Pa. “They’re made because people are unsure about what actions to take.”

From The Wall Street Journal ● Sep. 29, 2026

Donald LaGrange, a financial planner with Murphy & Sylvest Wealth Management in Dallas, says people should ask some simple questions before investing in anything recommended by a famous face.

From MarketWatch ● Sep. 23, 2026

Robert Persichitte, a financial planner and fraud examiner with Delagify Financial in Arvada, Colo., says sports stars are especially attractive targets for con artists because they are so public.

From MarketWatch ● Sep. 18, 2026

Caleb Pepperday is a financial planner who works with clients who are largely between 30 and 50 years old and are physician assistants.

From MarketWatch ● Sep. 16, 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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