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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.

See Examples For:

Dish, who now works as a financial planner, says she would buy "pretty much anything that was trending" but her biggest vice was scrolling on shopping apps to pass the time.

From BBC Aug. 27, 2026

With this account, however, you can “match” their earnings, said Catherine Valega, a certified financial planner and founder at Green Bee Advisory.

From MarketWatch Aug. 21, 2026

“The practical side of finance is the easier part,” says Lissa Lumutenga, a Los Angeles-based certified financial planner and financial educator.

From The Wall Street Journal Aug. 7, 2026

In those moments, steady dividend income can provide a vital cash bridge before tapping tax-deferred accounts early, said Charley Corbett, a financial planner in Naples, Fla.

From The Wall Street Journal Aug. 6, 2026

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

From "The Tipping Point" by Malcolm Gladwell

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