Where’s the Yelp for Financial Advisers?

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Where’s the Yelp for Financial Advisers?

Sep 26, 2013

Finding a financial adviser who you feel comfortable sharing your financial secrets and investments with can be a daunting task. And unlike finding a good restaurant or even a new car, there isn't really one central website where you can go for information and reviews.

But that doesn't mean you're out of luck. There are a variety of ways to find and research the best financial adviser for you.

"When you think of the amount of work we do to buy a car or plan a vacation," said Eleanor Blayney, [CFP®], consumer advocate at the CFP Board, "it's really worth making sure you have the chemistry and that you totally understand the terms of the relationship." Read more >

Melanie Hicken
September 26, 2013

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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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