Find a CFP® Professional | CFP - Let's Make a Plan
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.
Financial Advisors & Planning Professionals | CFP - Let's Make a Plan
CFP® professionals must pass the CFP® exam, which tests their ability to apply financial planning knowledge to real-life situations and ensures that they are highly qualified to help you plan for your financial future.
Choosing a Planner | CFP - Let's Make a Plan
You can hire a CFP® professional to help you address a particular financial need (such as planning for college) or create a holistic financial plan. Learn about the two main types of services a CFP® professional offers: financial advice and financial planning.
Why Choose a CFP® Professional | CFP - Let's Make a Plan
CFP® professionals must pass the CFP® exam, which tests their ability to apply financial planning knowledge to real-life situations and ensures that they are highly qualified to help you plan for your financial future.
Certified Professional Profile | CFP - Let's Make a Plan
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.
Favorites | CFP - Let's Make a Plan
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.
Getting Prepared | CFP - Let's Make a Plan
Whether you’re looking for help with a particular financial need or a more holistic roadmap for your future goals, your CFP® professional can help you build confidence in your financial situation today, and plan for a more secure tomorrow.
Paying Your Advisor | CFP - Let's Make a Plan
Different financial advisors may charge differently, or one financial advisor may offer several different ways that clients can choose to pay. Whether you want ongoing financial planning services or help with a specific issue may determine the fee structure that best suits you.
Contact Us | CFP - Let's Make a Plan
Certified Financial Planner Board of Standards, Inc. (CFP Board) is a nonprofit that serves the public by fostering professional standards in personal financial planning.
Types of Services | CFP - Let's Make a Plan
Whether you need financial advice for a specific issue or you need a comprehensive financial plan, getting in touch with a CFP® professional is the first step to securing your financial future. Use the Find a CFP® Professional tool to locate an advisor who can help you.