How to Choose the Best Financial Adviser

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How to Choose the Best Financial Adviser

Aug 22, 2008

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.
Peter McDougall
August 22, 2008

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CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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