Meet CFP® Professionals
Helping people. Building relationships. Solving problems. A career in financial planning is so much more than just working with numbers. These CFP® professionals are enjoying the rewards that come with helping their clients bring all of the pieces of their financial lives together.
CFP® Professionals: In Their Own Words
CFP® professionals discuss the benefits of a career in financial planning, why they chose to earn the CFP® certification and what their day-to-day looks like.
Brittney Castro, CFP®
"There's so much transformation in one's life when they get their finances together. It's a great feeling because I know I helped them get there."
Justin Sullivan, CFP®
"My career would not be where it is without the CFP® [certification]... because it instills so much trust in the relationships I have with my clients and even my colleagues trust me more."
Lauryn Williams, CFP®
"The CFP® certification is a worthwhile journey and a rewarding career. You’ll have the chance to work with people from your community of diverse backgrounds and education.”
Matt Aaron, CFP®
"Becoming a CERTIFIED FINANCIAL PLANNER® professional will equip you with the knowledge that you need."
Get on the Path to CFP® Certification
We're here to help guide you along the way, with the information and resources you need.
CFP® Certification Process
The "Four E's" make up the CFP® certification process: Education, Exam, Experience and Ethics.
What Is Financial Planning?
Learn about the profession and figure out whether it's the right career path for you.
What Makes CFP® Certification Different?
Find out what sets it apart from other designations, such as the CFA and CPA, and how earning CFP® certification can make a difference.
Start Your Journey to CFP® Certification
- Track your progress with the CFP® Certification Tracker
- Post your resume at the Career Center
- Connect with a mentor who can guide you
- Register and prepare for the exam
- Find career and financial support
- Connect with other candidates at our online forum