CFP Certified Professional Planner

Find a Certified Financial Planner™ Professional

Choosing a Certified Financial Planner™ Professional may be one of the most important decisions you make for yourself and your loved ones. A financial planner can play a central role in helping you meet your life goals, achieve financial well-being and help you plan for retirement. Having a financial planner put together your retirement plan can help you plan for a secure financial retirement.

It is important to take the time to select a financial planner who is competent and trustworthy, one on whom you can depend for professional advice and services.

The CFP® Professional search function below will allow you to find a Certified Financial Planner™ Professional who is currently authorized by CFP Board to use the CFP® certification marks, who has indicated he currently provides financial planning services to clients, and who accepts new clients.
You may use our CFP® Professional search tool using any or all of the criteria listed below. To conduct a national search for a Certified Financial Planner™ professional, leave the city, state and zip code fields blank. If your search results include any individuals who have been disciplined publicly by CFP Board, information about the discipline will be indicated in the "CFP Board Public Disciplinary History" section.
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$0 - $99,999$100,000 - $249,999$250,000 - $499,999
$500,000 - $999,999$1,000,000 - $4,999,999$5,000,000+
Commission and FeeCommission OnlyFee OnlySalary

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CFP® professionals may be required by state or federal law to hold other licenses in order to conduct their business. CFP Board does not make any representation that they do indeed hold these licenses. This information should be independently obtained and verified by the information providers from sources believed to be reliable.