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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.

“Most of the interest is emotional, which is the honest truth,” said Jeff Judge, a financial planner in Forest Hill, Md. “People want to own a piece of Elon Musk’s rocket company.”

From The Wall Street Journal • Jun. 10, 2026

“If you’re taking out loans to cover a tax bill and the share price drops post IPO, you still have to pay the taxes,” said Giovanni Tiso, a certified financial planner at Titan.

From The Wall Street Journal • Jun. 9, 2026

She thinks of Boldin as somewhere between the written 30-page report full of charts that a financial planner might give you and Super Mario Bros.

From MarketWatch • Jun. 9, 2026

This, “generally speaking, provides a comfortable buffer,” said Chad Lange, a financial planner at Donaldson Capital Management.

From MarketWatch • Jun. 2, 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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