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Showing results for financial planner. Search instead for financially balanced.

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

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“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

“There’s a psychological comfort for some in receiving periodic cash payouts rather than deciding when to trim positions or trigger capital gains,” said Hyrum Smith, a financial planner in Spanish Fork, Utah.

From The Wall Street Journal Aug. 6, 2026

“Childcare and retirement savings don’t have to compete if you automate the retirement piece first,” said Jeff Judge, a certified financial planner and managing partner at Chesapeake Financial Planners.

From MarketWatch Aug. 5, 2026

If you’re using a fiduciary adviser like a certified financial planner or registered investment adviser, that shouldn’t matter; they should still give you financial advice that is in their best interest.

From MarketWatch Aug. 3, 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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