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Certified Financial Planner


From CFP Board's
Senior Ambassador,
Jill Schlesinger, CFP®


Prepare for 2018 with Year-End Tax Moves

With major changes to the tax code nearly complete in Washington, D.C., the main theme for 2017 year-end planning for the nearly one-third of taxpayers who itemize their deductions is clear. Use ‘em before you lose ‘em. Consider lumping all the deductions you can into 2017 and pushing forward income into 2018. 

These and 10 other financial planning moves will help you prepare for the proposed tax changes under the Trump Administration... Read More 




5 Things to Ask a Potential Financial Planner

Laura Adams, host of Marketplace’s “The Money Girl Podcast,” shares five questions you should keep in mind when looking for a financial planner... Read More 


Financial Planning for Your Retirement


Do I Have Enough to Retire?

Many people have never done a concrete analysis to see if they have enough. CFP Board Ambassador Larry Stein, CFP®, offers five simple steps to help you answer this question... Read More 

Splitting Retirement Accounts in a Divorce

Seek professional help when you divide 401(k)s and IRAs. In a Reuters story, Chris Chen, CFP®, explains penalties of making a mistake... Read More 

Consider Your Retirement Locale Carefully

Spend time with this question, and don’t misjudge the distance between you and your family, Neil Brown, CFP®, advises in this MarketWatch article... Read More 


Financial Planning for Your Life Now


4 Tips for Staying Grounded Through a Mid-Life Crisis

CFP Board Ambassador Steve Repak, CFP®, shares some of the sometimes-catastrophic mistakes people make. “Love people, not things,” he says... Read More 

Wise Investments for Twentysomethings

CFP Board Ambassador Douglas Boneparth, CFP®, bucks conventional wisdom and explains why cash could top the list... Read More 

2017 Charitable Giving Checklist

Senior CFP Board Ambassador Jill Schlesinger, CFP®, offers four steps to help you avoid scam artists and make the most of donations... Read More 


Financial Planning for Your Children


Don’t Drop the Ball

In the Boca Newspaper, Tracy Cooper, CFP®, shares tips for managing the rising cost of kids’ athletics... Read More 

Straight Talk on Costs of Being a Foster Parent

Thinking of becoming a foster or host parent? Make sure you anticipate the financial impacts, says Rob Davis, CFP®, in Gig Harbor Patch... Read More 


By considering all aspects of your financial situation, a CFP® professional can help you manage your finances and develop a strategy for meeting your goals.

Most people think all financial planners are “certified,” but this isn’t true. Anyone can call himself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism. CFP Board’s Standards of Professional Conduct require CFP® professionals to act in your interest, putting your needs above their own.


Copyright © 2017, Certified Financial Planner Board of Standards, Inc.

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with
plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who
successfully complete CFP Board's initial and ongoing certification requirements.