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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.

“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

“Put in $25, $50 — get something started,” Joseph Messinger, a financial planner and director of college planning at Capstone Wealth Partners, told MarketWatch.

From MarketWatch • Apr. 9, 2026

“You’re not just buying an older home, you’re buying a maintenance schedule,” said Brian Werner, a financial planner in Pittsburgh.

From The Wall Street Journal • Apr. 5, 2026

The key is to start as early as possible “to benefit from compounding while staying flexible as college approaches,” Cassandra Rupp, a financial planner and senior wealth advisor at Vanguard, told MarketWatch.

From MarketWatch • Apr. 1, 2026

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

From "The Tipping Point" by Malcolm Gladwell