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Insights

Avoiding Capital Gains Tax

If you have a concentrated position in a single stock but want to diversify tax-efficiently, an exchange fund may be the solution for you. CFP Board Ambassador Charles Sachs, CFP® explains the benefits of an exchange fund and how it works.

International Women's Day

International Women's Day: Financial Planning for Women Nearing Retirement

Women tend to live longer than men, so retirement planning is especially important to them. CFP Board Ambassador Elaine King Fuentes, CFP® breaks down retirement planning into three categories and shares tips on how to make the most of your golden years.

The Gendered Wealth Gap and What That Means for You

Discover the shocking truth about the gender wealth gap and how it impacts your financial planning. CFP Board Ambassador Cary Carbonaro, CFP® recommends working with a CFP® professional to help you take control of your finances and bridge the gap.

4 Tax Planning Strategies to Lower Your 2023 Tax Bill

If you're looking to ease your financial burden and maximize your savings, here are some ways to reduce your tax bill in 2023. In this article, CFP Board Ambassador Philip Herzberg, CFP® offers four smart tax-planning strategies.

Budgeting for a Post Grad Move to a New City

Budgeting for a Post-Grad Move to a New City

Graduating and moving to a different city for a new career can be exciting, but proper financial planning is crucial. CFP Board Ambassador Charles Weeks, CFP® shares budgeting advice to help you avoid potential financial difficulties and prepare for your new move.

Terms and Conditions for the CFP Board Find a CFP® Professional Search

These terms and conditions govern your use of the Find a CFP® Professional Search feature on Certified Financial Planner Board of Standards, Inc.’s (“CFP Board”) Let’s Make a Plan website (www.LetsMakeAPlan.org).

Before using Find a CFP® Professional, you must read and agree to

these terms and conditions, and
CFP Board’s Terms of Use.

Permitted Uses

CFP Board publishes the Find a CFP® Professional as a reference source about CFP® professionals in the United States. It does not include all CFP® professionals – only those who choose to be included.

Find a CFP® Professional may be used only by

members of the public to locate CFP® professionals and obtain information about them, and
individual CFP® professionals or their staff to view their own listings or those of colleagues.

You may only use Find a CFP® Professional (as well as any of its data, listings, or other constituent elements) in the ways we describe in these Terms and Conditions. You may not

modify, download, republish, sell, license, duplicate, "scrape," or otherwise exploit the information – in whole or in part, or
use the information to offer products or services to CFP® professionals.

CFP Board may block your use of this search tool indefinitely if it determines that you are using it for a different purpose.

Disclaimer of Warranties and Liabilities

CFP Board verifies that the individuals accessible through Find a CFP® Professional currently hold CFP® certification, however

if a CFP® professional is included in this search feature, it does not imply that CFP Board refers, endorses, or recommends the CFP® professional, and
if a CFP® professional is omitted from this search feature, it does not indicate CFP Board’s disapproval.

CFP Board also provides information about whether or not the individuals accessible through Find a CFP® Professional

have been disciplined publicly by CFP Board, or
have made a bankruptcy disclosure to CFP Board that is scheduled to remain on CFP Board’s website according to the CFP Board Bankruptcy Disclosure Procedures that were in effect until June 30, 2020.

CFP® professionals provide all other information disclosed through Find a CFP® Professional. CFP Board does not verify and is not responsible for the accuracy, reliability, or completeness of the information that a CFP® professional has provided.

For example, CFP Board does not verify that CFP® professionals focus their practices in the specific areas they designate.

It is your responsibility to ask the CFP® professional about his or her experience. You should interview and evaluate several financial professionals to find the one who is right for you. You will want to select a competent, qualified professional with whom you feel comfortable and who suits your financial planning needs. For sample questions to ask when interviewing a financial advisor, visit www.LetsMakeAPlan.org.

Other than what we provide in these terms, CFP Board makes no representations or warranties of any nature – express or implied – with respect to the information obtained through Find a CFP® Professional, including whether the information is accurate or complete. The material included in or available through Find a CFP® Professional is for informational purposes only and is provided on an “AS IS” basis.

When you rely upon the information obtained through Find a CFP® Professional, you do so at your own risk. CFP Board does not warrant or guarantee the work of any CFP® professional. You assume full responsibility for any interactions you have with a CFP® professional you contact.

CFP Board is not liable for

any decision you make or action you take when relying on information obtained from Find a CFP® Professional, or
any damages (including incidental, consequential, and punitive damages) resulting directly or indirectly from your use of a CFP® Professional or your inability to use Find a CFP® Professional whether based on warranty, contract, tort, or any other legal theory, and whether or not CFP Board is aware or has been advised of the possibility of such damages.

CFP Board provides links to the following websites that may provide other information about CFP® professionals:

the Financial Industry Regulatory Authority’s (FINRA) BrokerCheck website (for professionals who are subject to FINRA’s oversight),
the Securities and Exchange Commission’s (SEC) Investment Adviser Public Disclosure website (for those who are subject to the SEC’s oversight),
the Office of the Comptroller of the Currency’s (OCC) Enforcement Actions website (for those individuals who are subject to OCC oversight), and
the websites for the North American Securities Administrators Association and the National Association of Insurance Commissioners, which provide contact information for state securities regulators and state insurance departments.

CFP Board is not responsible for the accuracy, reliability, or completeness of the information on these websites. When you use or rely on these websites, CFP Board cannot be held responsible or liable (directly or indirectly) for any loss or damage resulting from the content, goods, or services available on these websites.