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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.
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
Each year consumers face the difficult task of making an irrevocable choice about their health care plan without really knowing what the upcoming year has in store for their family’s health.
Self employed taxes can be difficult but with some planning you can keep your income tax obligations in check and prepare for your desired retirement.
Every relationship and couple’s financial goals are different, but what are the benefits of being married with separate finances?
read the latest from our CFP® experts.
Watch one of CFP Board's latest TV ads featuring Cal and Valerie, who know it's all possible with a CFP® professional. Find your own CFP® professional today.