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Tools to Help Find the Right Professional

Mar 01, 2011

Other groups Consumer Reports Money Adviser considers worth checking with include the various state medical and bar associations; the National Association of Consumer Advocates (; the National Funeral Directors Association (; the American Society of Travel Agents (; and the Certified Financial Planner Board of Standards ( Read more >

The Buffalo News
March 1, 2011
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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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