When it comes to your financial security, it’s all about partnering with someone who is committed to putting your interests first. CFP® 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 a CFP® Professional
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What Makes CFP® Professionals Different
When you choose a CFP® 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.
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.
Parents with Adult Child at Home Should Ensure Household Finances Work for Everyone
If you are providing support to an adult child and you aren’t sure if you can afford to do so, you may want to check in with a CFP® professional to be sure you are on track. Use the Find a CFP® Professional tool to locate an advisor.
Financial Planning Strategies for LGBTQ+ Couples
Financial planning strategies can be complex for LGBTQ+ couples; to begin, where you live matters. As has been well documented, although there has been progress with equality on a national level, more work is needed at the state level.
Personal Finance Questions Fiancées Should Discuss Before Tying the Knot
Personal finances are one of the major causes of stress in a marriage. Before you get married, you and your fiancée should discuss these personal finance questions.