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Verify a CFP® Professional

Verify a CFP® Professional

More than 100,000 individuals in the United States currently meet CFP Board's initial and ongoing certification requirements for CFP® certification.

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Name / Company CFP® Certification
Status
CFP Board
Disciplinary History
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This column shows whether CFP Board has disciplined the individual. Clicking on the individual’s name provides additional information, including links to public databases that may contain information not reflected on CFP Board’s website or resulting in CFP Board discipline.
Bankruptcy Disclosure
In Last 10 Years
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CFP Board’s prior Bankruptcy Disclosure Procedures (effective July 1, 2012 - June 30, 2020) required public notice of a CFP® professional’s bankruptcy disclosure within the previous 10 years. Those disclosures will remain on CFP Board’s website for 10 years from the date that the CFP® professional disclosed the bankruptcy to CFP Board or the date CFP Board became aware of the bankruptcy, whichever is earlier.

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CFP Board’s prior Bankruptcy Disclosure Procedures (effective July 1, 2012 - June 30, 2020) required public notice of a CFP® professional’s bankruptcy disclosure within the previous 10 years. Those disclosures will remain on CFP Board’s website for 10 years from the date that the CFP® professional disclosed the bankruptcy to CFP Board or the date CFP Board became aware of the bankruptcy, whichever is earlier.