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

But more than 18% of dentists don’t work with any kind of adviser, be it an accountant, financial planner or investment adviser, according to a 2025-2026 survey conducted by Incisal Edge, a dental trade publication.

From The Wall Street Journal • Mar. 26, 2026

But commodities can go down as quickly as they come up, says Chris Kampitsis, a certified financial planner with Barnum Financial Group’s the SKG Team in Elmsford, N.Y.

From Barron's • Mar. 6, 2026

“Do not let geopolitical fear derail sound portfolio or household decisions,” said Jon Ulin, a financial planner at Ulin & Co.

From MarketWatch • Mar. 2, 2026

Douglas Boneparth, a certified financial planner, had managed his family’s finances until a few years ago, when his wife, Heather, decided she wanted more visibility.

From The Wall Street Journal • Feb. 28, 2026

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

From "The Tipping Point" by Malcolm Gladwell