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.

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Example Sentences

What are their qualifications — do they hold certifications like the certified financial planner designation?

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

To raise your score, certified financial planner Crystal Cox recommends identifying and addressing any negative information on your credit report — such as collection accounts, late payments or bankruptcies.

From MarketWatch • Mar. 4, 2026

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

From "The Tipping Point" by Malcolm Gladwell