FPA PlannerSearch®
Set realistic financial goals and put them into action with the help of a
Choosing a CERTIFIED FINANCIAL PLANNER® professional is as important as choosing a doctor or lawyer; it's a very personal relationship. Many CFP® professionals specialize in working with certain types of clients, such as small-business owners, executives or retirees. Some specialize in certain areas of planning such as retirement, divorce or asset management. We recommend you interview at least three CFP® professionals to find the right one that best serves your needs.
Learn More
Evaluate your full financial picture or work with a CERTIFIED FINANCIAL PLANNER® professional to help you navigate your own numbers to determine what makes sense to you.
The best approach is to work with a CERTIFIED FINANCIAL PLANNER® professional who will provide a customized plan to help you understand the risks and provide a roadmap for a successful retirement.
The best approach to determine how fast you can and should eliminate debt is to work with a CERTIFIED FINANCIAL PLANNER® professional. These individuals are highly trained and specialize in improving the financial well-being of single professionals, couples and families.
If you’re looking for broad-based advice about various aspects of your financial life, hire a CERTIFIED FINANCIAL PLANNER® professional. These professionals must pass an extensive exam and meet other education and ethics requirements to gain the credential.
The Financial Planning Association (FPA), a professional membership organization for the financial planning community, is a good place to find a CERTIFIED FINANCIAL PLANNER® professional. FPA member planners can help people assess their financial health, set realistic financial and personal goals, and develop comprehensive plans to meet those goals.
FPA offers resources designed to help individuals understand the importance of financial planning and the value of objective advice from a financial planner. Below are a selection of these helpful resources. Visit our Planning for Life Events page for more helpful resources.
As we enter the final weeks of tax season, now is a great time to review your goals and look towards your retirement planning. If you are...
Read More >
Making sensible financial planning decisions after the loss of a family member or personal friend can be quite a challenge.If designated to...
Read More >
Behavioral finance is a relatively new field of study that blends economics with psychology by studying the decision making process. It is...
Read More >
Investors often embrace advice from accomplished professionals to, “buy what you know.” Legendary fund manager Peter Lynch and investing icon...
Read More >
For many people in retirement, their greatest fear is ending up in a nursing home. Being able to live independently or, barring that, getting...
Read More >
Talk about pressure. Many Baby Boomers and Generation Xers are feeling it from multiple directions — from a sense of obligation to help their...
Read More >
The timing could not have been worse. The largest generation of retirees in our nation’s history is entering their retirement years during the...
Read More >
With the pressures we face on the job, very few of us think about reviewing every benefit we get from our employers – unless something goes...
Read More >
An understanding of hindsight bias and other aspects of behavioral finance can make you a better investor by increasing awareness of the...
Read More >
A mortgage is a long-term loan that a homebuyer obtains from a bank, savings and loan, mortgage broker, online broker or even the property...
Read More >
The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S. and also includes members who support the financial planning process.
View List of
Financial Planners