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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
To make sure you have a comfortable life, it’s important to determine how much you need to retire.
Finding a financial advisor is one of the most important financial steps you can take. However, finding the right financial advisor can feel overwhelming.
Is Getting a Large Tax Refund a Mistake? The answer is – it depends. What really matters is how the refund impacts your peace of mind.
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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.