Why Choose a


Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional.

CFP® professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.

Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the high standard of financial planning.

Starting Out

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

Settling Down

Don’t tackle life’s big decisions alone. Start building a relationship with a planner who can help create a roadmap to achieve your goals.

Near Retirement

You’ve maxed out your 401(k) and paid off your mortgage, so you’re ready to retire... right? Consult a CFP® professional to ensure you’re on track to make the most of those golden years.

Enjoying Retirement

It’s time to enjoy the fruits of your labor. That means more free time with friends, family and hobbies. But don’t cancel plans with your advisor. Keep checking in to tie up loose ends and make sure everything's running smoothly.


Professional Can Do for You

No matter where you are in life, CFP® professionals know how to deliver the high standard of financial planning service to make sure you’re on the right track. From planning for retirement to saving for college, CFP® professionals are trained to help you develop a comprehensive strategy to reach your short- and long-term financial goals.

Ten Questions to Ask Your Financial Advisor

Select the category that best describes you, and learn what working with a CFP® professional can do for you.

How to Start Planning With a CFP Professional

Financial planning can seem intimidating, but it doesn’t have to be. We have some tips to help you make the most of your introductory meeting with a CFP® professional.

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