You may want to restrict your search to CERTIFIED FINANCIAL PLANNER[™ professionals]. These professionals have passed certain exams and have a particular amount of experience as determined by the Certified Financial Planner Board of Standards. The organization offers a searchable database of CFP[® professionals] by location.
Before meeting with any of the planners on your list, check the CFP [Board] database to see whether they have been the subject of any complaints or disciplinary actions. Those with spotty records may warrant being crossed off your list.
August 22, 2008