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Starting Out

It’s never too early to get on the path to reach your financial goals. A CFP® professional can equip you with the tools to start out on the right foot.

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Six Ways the CARES Act May Impact Your Student Loans

As the nation copes with the economic impact of the COVID-19 pandemic, millions of Americans are struggling to repay their federal student loans.

However, if you have student loans, you may be eligible for a temporary repayment reprieve. The CARES Act—the federal financial relief bill signed into law in late March—includes provisions to help Americans holding federal student loans.

More on the CARES Act

The Latest

HR talking with employee

A Primer on Employee Benefits

Most employers give you an employee benefit plan when you join the firm. Here's a primer on understanding all the perks and benefits they offer.

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Post-Graduation Financial Planning

Here's how to start planning for your next steps: getting a job, setting your goals and making a budget.

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9 Financial Planning Tips for Millennials

Building the resources you need to help you accomplish what you want in life isn’t complicated, but the sooner you start, the better off you’ll be.

A table with reports

Wealth Management 101 Financial Plan vs Investment Plan

Explore the similarities and differences between a “financial plan” and an “investment plan,” so you're prepared to work with your financial advisor.

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6 Planning Strategies to Help First-Time Homebuyers Become House-Rich

If you are a first-time home buyer, here are six guidelines to assist you in your financial preparation.

A college graduate celebrates.

In Today's Unprecedented Times, Here Are 3 Steps to Prepare Your College Grad for Financial Independence

These three steps will help set your recent college graduate up for success as they organize their finances and evaluate their plans.

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These terms and conditions govern your use of the Find a CFP® Professional Search feature (“Find a CFP® Professional”) 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 be bound by these terms and conditions and CFP Board’s Terms of Use, which also apply to your use of Find a CFP® Professional.

Permitted Uses

Find a CFP® Professional is compiled and published by CFP Board as a reference source about CFP® professionals in the United States. It does not include all CFP® professionals -- only those who chose to be included. It may be used only by (i) members of the public to locate CFP® professionals and obtain information about them, and (ii) individual CFP® professionals or their staff to view their own listings or those of colleagues. CFP Board reserves the right to block your use of this search tool indefinitely should CFP Board determine, in its sole discretion, that you are using it for a different purpose. Except as expressly provided herein, neither Find a CFP® Professional nor any of its data, listings, or other constituent elements may be modified, downloaded, republished, sold, licensed, duplicated, "scraped," or otherwise exploited, in whole or in part. CFP Board expressly prohibits use of this information by individuals or business organizations to offer products or services to CFP® professionals.

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CFP Board verifies that the individuals accessible through Find a CFP® Professional currently hold CFP® certification. We provide information about any individual who has been disciplined publicly by CFP Board or who made a bankruptcy disclosure to CFP Board that is scheduled to remain on CFP Board’s website pursuant to the CFP Board Bankruptcy Disclosure Procedures that were in effect until June 30, 2020.

CFP Board also provides links to other 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. Under no circumstances shall CFP Board be held responsible or liable, directly or indirectly, for any loss or damage caused or alleged to have been caused to a user in connection with the use of or reliance on any content, goods, or services available on any such external websites.

All other information disclosed through Find a CFP® Professional regarding a specific CFP® professional has been provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy, reliability, or completeness of the information that a CFP® professional has provided. For example, CFP Board has not verified that the CFP® professional focuses his or her practice in the specific area the CFP® professional has designated. It is your responsibility to ask the CFP® professional about his or her experience.

Other than as expressly set forth 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 the accuracy or completeness of such information. The material included in or available through Find A CFP® Professional is for informational purposes only. Find a CFP® Professional is provided on an “AS IS” basis. Your reliance upon information contained through Find a CFP® Professional is done solely 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.

Inclusion of a CFP® professional in this search feature is not and does not imply a CFP Board referral, endorsement, or recommendation, nor does the omission of any CFP® professional indicate CFP Board disapproval. 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.

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