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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
Helpful last-minute tax planning tips! Here are a few ideas for you to consider as you put the finishing (or maybe beginning?) touches on those returns before you file.
Here’s what you need to know to file your 2019 tax return, including some of the bigger 2020 Tax Changes
It’s a well-known fact that women bear the majority of the responsibility for day-to-day financial decisions that affect the home and family. Yet a gender gap in finances continues to exist for both individuals and the industry.
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.