financial planner

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.

“Do not let geopolitical fear derail sound portfolio or household decisions,” said Jon Ulin, a financial planner at Ulin & Co.

From MarketWatch

Scott Bishop, a financial planner with Presidio Wealth Partners, said that for years he has suggested people with stable income keep six months of fixed expenses in an easily accessible account for emergencies, and for people whose jobs are not stable to keep 12 months’ worth.

From MarketWatch

Douglas Boneparth, a certified financial planner, had managed his family’s finances until a few years ago, when his wife, Heather, decided she wanted more visibility.

From The Wall Street Journal

“Once you are drawing from savings instead of building it, small recurring expenses matter more,” said Melissa Caro, a financial planner and founder of My Retirement Network, a financial education site.

From MarketWatch

The “huge inequality within the boomer generation itself” means “some have paid-off homes and strong portfolios. Others rely almost entirely on Social Security and have very little margin for error,” Juan G. HernandezAriano, a financial planner and principal at WealthCreate, told MarketWatch.

From MarketWatch