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financial planner

American

[fi-nan-shuhl plan-er] / fɪˈnæn ʃəl ˈplæn ər /

noun

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.

Should I put my life savings into CDs myself, or hire a financial planner?

From MarketWatch • Mar. 30, 2026

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

“It’s an exploratory conversation,” said Charles Scarallo, a certified financial planner in Melville, N.Y.

From MarketWatch • Mar. 5, 2026

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

From "The Tipping Point" by Malcolm Gladwell

Definitions and idiom definitions from Dictionary.com Unabridged, based on the Random House Unabridged Dictionary, © Random House, Inc. 2023