Find a CFP® Professional

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.

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Find individuals who are currently accepting new clients and are providing financial planning services to their clients. These individuals are authorized by CFP Board to use the CFP® certification marks.

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Don't See the CFP® Professional You're Looking For?

Search by an individual's name and verify certification status and CFP Board disciplinary history.

» Verify Certification Status

RESEARCH A PROFESSIONAL’S BACKGROUND

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