Use the search below to find a CERTIFIED FINANCIAL PLANNER™ professional near you.
This search function allows you to find individuals who are currently authorized by CFP Board to use the CFP® certification marks, who have indicated they currently provide financial planning services to clients, and who accept new clients.
Search by an individual's name and verify certification status and CFP Board disciplinary history.
» Verify Certification Status
FINRA’S BrokerCheck and the SEC’s Investment Adviser Public Disclosure (IAPD) databases are free tools that may be used to conduct additional research on the background and experience of CFP® professionals and those who held CFP® certification at one time, including with respect to employment history, regulatory actions, and investment-related licensing information, arbitrations, and complaints.
» Search FINRA’s BrokerCheck
» Search the SEC’s IAPD database
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