Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. A planner can play a central role in helping you meet your life goals and achieve financial well-being. It is important to take the time to select a financial planner who is competent and trustworthy, one on whom you can depend for professional advice and services.

The search function below will allow you to find individuals who are currently authorized by CFP Board to use the CFP^® certification marks, who have indicated they currently provide financial planning services to clients, and who accept new clients.

You may search using any or all of the criteria listed below.  To conduct a national search, leave the city, state and zip code fields blank.  If your search results include any individuals who have been disciplined publicly by CFP Board, information about the discipline will be indicated in the "CFP Board Public Disciplinary History" section.

CFP^® professionals may be required by state or federal law to hold other licenses in order to conduct their business. CFP Board does not make any representation that they do indeed hold these licenses. This information should be independently obtained and verified by the information providers from sources believed to be reliable.