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.

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.

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