Unlock Your 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.
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?”
Featured In
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.
Learn How a CFP® Can Help You With Financial Planning
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. Explore the many financial topics a CFP® professional can help you navigate.
What's your stage in life?
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.
Stay Informed
Thinking About Early Retirement? Here's What the Math Looks Like
Explore early retirement planning considerations, including living expenses, health insurance before Medicare, taxes and sustainable retirement income.
The Silent Money Struggle: Financial FOMO
Learn how to manage financial FOMO, evaluate social spending, set financial boundaries and protect your budget without missing meaningful moments.
Why AI Might Make Your Paycheck Your Riskiest Asset
Learn how AI job loss could affect your paycheck and use an income vulnerability audit, emergency savings and financial planning to reduce career risk.