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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.

Carolyn McClanahan, a physician turned CFP, says that you very well might not need a financial planner at all.

From MarketWatch • Apr. 29, 2026

“Investment costs are more transparent than they used to be,” said Trevor Gunter, an Atlanta-based certified financial planner.

From MarketWatch • Apr. 28, 2026

“Since I was the one who wanted the divorce, it felt like the right thing to do and a way to show kindness,” said Long, a financial planner in Tucson, Ariz.

From The Wall Street Journal • Apr. 20, 2026

Valerie Rivera, a certified financial planner based in Chicago, tells her clients to start putting money in a brokerage account early.

From MarketWatch • Apr. 10, 2026

Tom Gau is a financial planner in Torrance, California, just south of Los Angeles.

From "The Tipping Point" by Malcolm Gladwell