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Why Choose a CFP® Professional

You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.

Let's Make a Plan With a CFP® Professional

Whether you're starting a family, building a business, looking to make the most of life now, or planning for retirement, a CFP® professional can help you. Select the category that best describes you, and learn what a CFP® professional can do for you.

Ten Questions to Ask Your Financial Advisor

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CFP® Pro Tip of the Week
with Jill Schlesinger, CFP®

Jill Schlesinger, CFP® offers weekly advice on important topics to help you reach your financial goals. View the full series.