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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.

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

From MarketWatch • Jun. 2, 2026

You can’t beat a 529 account if your goal is saving for education, says Tim McGrath, a certified financial planner with Riverpoint Wealth Management in Chicago.

From Barron's • May 28, 2026

A wealthy widow at my church had a financial planner she absolutely loved.

From MarketWatch • May 27, 2026

A good financial planner will listen to their client, take their feedback on board, assess their risk tolerance and keep the lines of communication open.

From MarketWatch • May 27, 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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