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.

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Example Sentences

Jay Spector, a certified financial planner and co-CEO of EverVest Financial, uses a “reality-based investment philosophy” with his clients, where “long-term financial success starts with being honest about your current situation,” he said.

From MarketWatch • Jun. 3, 2026

One way to approach this is by reframing retirement planning as “life planning,” said Melissa Caro, a certified financial planner and founder of online personal-finance education site My Retirement Network.

From MarketWatch • Jun. 3, 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

But that tactic no doubt exists, particularly with the less scrupulous agents out there,” said Andy Panko, a certified financial planner who is tracking IUL policy claims and testing their effectiveness in a continuing project.

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