How Should I Start Looking for a Planner?

Ask for names from friends or business associates who may have used a financial planner. Attorneys, accountants, insurance agents, bankers and other financial specialists also can be good sources because planners often work with them to carry out a client's plan.

PlannerSearch

FPA maintains a thorough database of CFP professionals. Visit PlannerSearch or call toll-free at 800.647.6340 to find a planner in your area.

Oversight Agencies

Check with the SEC, appropriate state agencies, your local Better Business Bureau and CFP Board at 888.CFP.MARK (237.6275) to determine if complaints have been filed against the planner you are considering.

Find a Planner

Find a planner Choose from 1,000s of CFP® professionals, all of whom adhere to FPA's Code of Ethics.

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