How Do I Find a Reputable Financial Planner?

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How Do I Find a Reputable Financial Planner?

Sep 28, 2011

In addition to asking for word-of-mouth recommendations, you can start your search for a financial planner at any one of many websites… And the Certified Financial Planner Board of Standards has upgraded its online search service to help you find a CERTIFIED FINANCIAL PLANNER™ [professional]: At, you can check that a planner is certified, as well as look up areas of specialization, minimum asset requirements, and method of compensation: fee only, commissions, or a combination.

Once you have some names, you should interview a couple of prospective planners to see if you're a good match. "We think it's important before you commit to working with a financial planner that you do your homework," says Kevin Keller, CEO of the CFP Board of Standards. Ask the planners how they work with clients, how frequently they'll be in touch, and what they charge. Read more >

CNN Money
Cybele Weisser
September 28, 2011

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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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