When it comes to your financial security, it’s all about partnering with someone who is committed to putting your interests first. CERTIFIED FINANCIAL PLANNER™ professionals have attained the standard of excellence in financial planning by meeting education, experience and ethical standards, and as part of their certification, they have made a commitment to CFP Board to serve your best interests today to prepare you for a more secure tomorrow.
Find YOUR CFP® Professional
Working with a CFP® professional is like working with a personal trainer. We are there to provide guidance and accountability.
cERTIFIED FINANCIAL PLANNER™ Professionals near you
What Makes CFP® Professionals Different
When you choose a CERTIFIED FINANCIAL PLANNER™ professional, you can be assured that you’re working with a financial advisor who has demonstrated competency and made a commitment to ethics. CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are. Learn more about the extensive certification process for becoming a CFP® professional.
CFP® professionals have the knowledge required to deliver holistic financial planning services, and they must fulfill continuing education requirements.
CFP® professionals must pass the CFP® exam, which tests their ability to apply financial planning knowledge to real-life situations and ensures that they are highly qualified to help you plan for your financial future.
CFP® professionals have at least 2 years of real-life experience providing financial planning services.
CFP® professionals commit to follow a code of ethics and standards set and enforced by Certified Financial Planner Board of Standards, Inc. (CFP Board). They can receive sanctions for not abiding by them, and even risk losing their certification.
How a CFP® Professional Can Help You
Whether you are seeking one-time advice or a more holistic roadmap for your financial future, a CFP® professional is your trusted guide in the process. Learn how partnering with a CFP® professional can provide you with confidence today and a more secure tomorrow.
Make sure you and your nest egg are ready for your later years.
Get ahead of tax season and potentially limit your tax liability.
Fine-tune investment strategies to enable a brighter financial future.
Take control of your credit and debt through careful planning.
Get informed on the types of insurance that can provide the coverage you need.
Ease the burden on loved ones who may have to make decisions about your health or finances, and protect your beneficiaries.
your interests should come first
When you hire a CFP® professional, you are hiring a trusted advisor who has committed to CFP Board to putting your interests first. That’s because as part of their certification, a CFP® professional commits to acting as a fiduciary—which means acting in your best interests at all times when providing you with financial advice and financial planning services. A CFP® professional can receive sanctions from CFP Board, and even risk losing their certification, for violating this standard.
Don't feel like your CFP® professional is putting your interests first? Any other issues? Let us know about it.
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5 Options for Business Succession
If you’re a business owner, you may soon face a challenging decision: how to approach succession. This decision affects your family, your employees, your customers, your creditors, your wealth, your financial plan and your legacy. Understand that succession will come, whether you plan it or not. Here are five basic options for business succession planning; close the business, maintain ownership with others managing, sell or gift business to family, sell or gift to employees, or sell to a third party.
How a CFP® Professional Can Work With You Throughout Your Life
As a CFP® professional with over three decades of experience, I’ve seen firsthand how the highs and lows of life can affect a person’s finances and wealth. It isn’t possible to predict every curveball life will throw your way but having a CFP® professional in your corner can certainly make the journey easier. One 2019 CFP Board survey found that adults working with a financial advisor are much more likely to feel prepared for a recession when compared to those who don’t. This can make all the difference, as one mistake with market timing can result in a lifetime of planning errors.