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How a Financial Planner Can Help You... and How to Choose the Right One

Hired a Financial Planner? Now What?

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Please Note: By clicking the Search by Location or Search by Last Name button you are agreeing to accept FPA's PlannerSearch Terms of Use.
FPA's PlannerSearch Terms of Use [ Hide Terms ]
Non-Commercial Use Only
PlannerSearch, and its email function, are intended strictly as a method for consumers to contact a CFP professional for the purpose of obtaining financial advice, and are not to be used to market unsolicited products or services to FPA members. Persons violating this restriction by using PlannerSearch to contact FPA members for unsolicited commercial purposes may be subject to legal action. Persons using this site for commercial purposes will be liable to FPA for liquidated damage up to $100,000, which is a reasonable estimate of FPA's damages and does not constitute a penalty. Persons trying to contact financial planners regarding career opportunities can do so through FPA's Career Center.
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Limit results to planners specializing in One or More All of my selected specialties.
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Search by Last Name
Search by Last Name:
Enter the first few letters of the last name of the planner for whom you are searching.


This service provides access to PlannerSearch for search purposes only and participants should be aware that no representations about the suitability of this information and these services are made or endorsed. This site makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site.