Search for a CERTIFIED FINANCIAL PLANNER™ Professional
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.
By looking up CFP® professionals, you will find individuals
that are currently authorized by CFP Board to use the CFP®,
CERTIFIED FINANCIAL PLANNER™ and
certification marks. Planners who have been publicly disciplined by CFP Board will also be listed with an indicator of disciplinary action in the "CFP Board Public Disciplinary History" column.
CFP® certificants 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. For additional information about CFP® certification, visit www.CFP.net.
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CFP Board does not provide referrals. Use of this
information by business organizations wishing to solicit CFP® professionals is
expressly prohibited by Certified Financial Planner Board of Standards
Inc.
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