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Submitted URL: http://fpanet.org/
Effective URL: https://www.plannersearch.org/
Submission Tags: tranco_l324
Submission: On March 10 via api from DE — Scanned from DE
Effective URL: https://www.plannersearch.org/
Submission Tags: tranco_l324
Submission: On March 10 via api from DE — Scanned from DE
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Toggle navigation FPA PlannerSearch® * HOME * Planning for Life Events * Why a CFP® PROFESSIONAL? CREATE YOUR FINANCIAL FUTURE Set realistic financial goals and put them into action with the help of a CERTIFIED FINANCIAL PLANNER™ professional who is a member of the Financial Planning Association. FIND YOUR FINANCIAL PLANNER NOW Select Your Location Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming or View List of Financial Planners Financial planners listed reflect FPA CFP® Professional members who have created a profile. If a CFP® professional is not listed, this is not reflective of membership or certification status. 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. Any compensation information provided on an FPA PlannerSearch profile is self-reported by the respective CFP® professional. 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. 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. CERTIFIED FINANCIAL PLANNER™ professionals can help you with big picture planning as well as portfolio management. A good resource for finding a CERTIFIED FINANCIAL PLANNER™ professional is the Financial Planning Association’s website, PlannerSearch.org. 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. 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. Starting a New Job FINANCIAL PLANNING FOR LAUNCHING A SMALL BUSINESS Are you considering making the transition from the role of employee to small business owner in this evolving economy? Start by strategizing and... Read More > Starting a Family HELPING PARENTS PUT THEIR FINANCES IN FOR A BABY ARRIVAL Among all of life’s momentous occasions, having a baby is about as big as it gets. Given the sheer magnitude of the occasion and all the new... Read More > Starting a Family HELPING PARENTS PUT THEIR FINANCES IN FOR A BABY ARRIVAL Among all of life’s momentous occasions, having a baby is about as big as it gets. Given the sheer magnitude of the occasion and all the new... Read More > Getting Married 6 SECRETS TO HELP SWEETHEARTS OVERCOME CASH CONFLICTS Valentine’s Day is approaching and the air is thick with the elegant scent of roses, romantic sentiments whispered between lovers, the ethereal... Read More > Getting Married 6 SECRETS TO HELP SWEETHEARTS OVERCOME CASH CONFLICTS Valentine’s Day is approaching and the air is thick with the elegant scent of roses, romantic sentiments whispered between lovers, the ethereal... Read More > Investment OVERCOMING FEAR TO FIND BARGAINS Behavioral finance is a relatively new field of study that blends economics with psychology by studying the decision making process. It is... Read More > Investment OVERCOMING FEAR TO FIND BARGAINS Behavioral finance is a relatively new field of study that blends economics with psychology by studying the decision making process. It is... Read More > Losing a Loved One BEFORE THE EULOGY I recently attended a funeral mass for the father of a client. It was a wonderful occasion to reflect on a well lived life of more than 90... Read More > Losing a Loved One BEFORE THE EULOGY I recently attended a funeral mass for the father of a client. It was a wonderful occasion to reflect on a well lived life of more than 90... Read More > Saving on Taxes AVOID COMMON TAX FILING MISTAKES As with time-honored tax-saving strategies, there are common tax-filing mistakes that seem to snag taxpayers year in and year out, regardless... Read More > Saving on Taxes AVOID COMMON TAX FILING MISTAKES As with time-honored tax-saving strategies, there are common tax-filing mistakes that seem to snag taxpayers year in and year out, regardless... Read More > Investment INVEST OUTSIDE THE BOX Most people consider the Morningstar Style Box, the ubiquitous 9 square grid seen all over financial publications, as the entire spectrum of... Read More > Investment INVEST OUTSIDE THE BOX Most people consider the Morningstar Style Box, the ubiquitous 9 square grid seen all over financial publications, as the entire spectrum of... Read More > Investment I DON’T UNDERSTAND MY FINANCIAL PLAN Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in... Read More > Investment I DON’T UNDERSTAND MY FINANCIAL PLAN Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in... Read More > Investment IS THIS WALL STREET OR LAS VEGAS BLVD. $400 on Big Red – am I buying a share of Apple or placing an all or nothing craps bet? The past couple months have felt like a rough night at... Read More > Investment IS THIS WALL STREET OR LAS VEGAS BLVD. $400 on Big Red – am I buying a share of Apple or placing an all or nothing craps bet? The past couple months have felt like a rough night at... Read More > Losing a Loved One THE MOST IMPORTANT LETTER YOU MAY EVER WRITE A simple letter of instruction, written in tandem with your will, may be the most important letter you will ever write. Not only will it... Read More > Losing a Loved One THE MOST IMPORTANT LETTER YOU MAY EVER WRITE A simple letter of instruction, written in tandem with your will, may be the most important letter you will ever write. Not only will it... Read More > Starting a New Job FINANCIAL PLANNING FOR LAUNCHING A SMALL BUSINESS Are you considering making the transition from the role of employee to small business owner in this evolving economy? Start by strategizing and... Read More > View additional Financial Planning Resources 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. Find out more about FPA login to my account Info@OneFPA.org 800-322-4237 U.S. and Canada 303-759-4900 International 1290 Broadway Suite 1625 Denver, CO 80203 Privacy Policy & Disclaimers * FPA PlannerSearch® * Home * Find a Planner * Planning For Life Events * Why a CFP® Professional? * More Information * About FPA * Press Room * FPA Blog * Partner with FPA * FPA Membership * FPA Annual Conference * * * * *