It's Gotta Be A CFP®
Asking the right questions can greatly impact your future! When it comes to your finances, the most important question is, “Are you a CFP® professional?”
Unlock Your Best Financial Future
Find Your CFP® Professional
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
How it works:
1
Explore our search tool to find a CFP professional that meets your needs.
2
Get in touch with a planner of your choice to schedule a consultation.
3
Prepare for your first session by using our tools and resources.
4
Build your best future with your CFP professional.
common questions
CFP® professional working with a client
Working with a CFP® professional is like working with a personal trainer. We are there to provide guidance and accountability.
What Makes CFP® Pros 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.
Financial Services
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.
Retirement Planning
Make sure you and your nest egg are ready for your later years.
Tax Planning
Get ahead of tax season and potentially limit your tax liability.
Investing
Fine-tune investment strategies to enable a brighter financial future.
Debt Management
Take control of your credit and debt through careful planning.
Insurance Planning
Get informed on the types of insurance that can provide the coverage you need.
Estate Planning
Ease the burden on loved ones who may have to make decisions about your health or finances, and protect your beneficiaries.
Fiduciary duty
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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