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.
You need a six- to 12-month “financial reset,” according to Mark La Spisa, a certified financial planner based in Barrington, Ill.
From MarketWatch ● Oct. 23, 2026
Matt Coursen, a certified financial planner in Ann Arbor, Mich., has learned over his 11 years in practice to check in frequently.
From MarketWatch ● Oct. 23, 2026
Elizabeth Buffardi, a fee-only financial planner based in the Chicago area, developed her own spreadsheet to run analyses for clients, because none of the software appealed to her.
From MarketWatch ● Oct. 23, 2026
“The Bloomberg US Aggregate Bond Index used to be called the Lehman Brothers Aggregate Bond Index,” said Allan Roth, a financial planner in Colorado Springs, Colo. “Big and iconic companies do go under.”
From The Wall Street Journal ● Oct. 8, 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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