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Create Your Financial Future

Set realistic financial goals and put them into action with the help of a CERTIFIED FINANCIAL PLANNER™

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FPA PlannerSearch offers basic information on CFP® professional members of FPA. Consumers are encouraged to learn about any disciplinary issues of listed members by using the tools available from the Securities and Exchange Commission (SEC), FINRA’s BrokerCheck and CFP Board.

Choosing a CERTIFIED FINANCIAL PLANNER™ Professional

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.

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Planning for Life Events

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.

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What is The Financial Planning Association?

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.