financial planner
Americannoun
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.
“Most of the interest is emotional, which is the honest truth,” said Jeff Judge, a financial planner in Forest Hill, Md. “People want to own a piece of Elon Musk’s rocket company.”
From The Wall Street Journal • Jun. 10, 2026
“If you’re taking out loans to cover a tax bill and the share price drops post IPO, you still have to pay the taxes,” said Giovanni Tiso, a certified financial planner at Titan.
From The Wall Street Journal • Jun. 9, 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
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
Idioms from The American Heritage® Idioms Dictionary copyright © 2002, 2001, 1995 by Houghton Mifflin Harcourt Publishing Company. Published by Houghton Mifflin Harcourt Publishing Company.
