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CFP Board in the News

Households With Plan More Optimistic, Survey Says

Jul 23, 2012

U.S. families largely feel financially vulnerable – increasingly so since 1997 – but those with a financial plan tend to feel better about their money.

That was one of the conclusions of a national survey released today by the Certified Financial Planner Board of Standards and the Consumer Federation of America (CFA), two organizations that have been at the forefront of efforts to bring financial planning to the masses.

"Those who plan do better and feel better than those who do not," said CFP Board CEO Kevin Keller. "That's true whether the consumer is rich or poor or middle-income." Read more >

Financial Advisor
Raymond Fazzi
July 23, 2012

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