Finding a Financial Planner... Page 2
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Professional Associations
A second method to help you narrow your search is to use a professional organization or
association. Many will be able to provide you with a list of qualified financial planners
in your local area.
A few good places to start:
The American Institute of CPAs (AICPA)
1211 Avenue of the Americas
New York, NY 10036-8775
1-212-596-6200
Web: http://www.aicpa.org/
*List of CPAs that have completed the Personal Financial Specialist (PFS) program.
The Financial Planning Association
Atlanta, GA
1-800-322-4237
Web: http://www.iafp.org
*FPA was created when the Institute of Certified Financial Planners (ICFP) and the
International Association for Financial Planning (IAFP) unified on January 1, 2000.
CFP Board
1700 Broadway, Suite 2100
Denver, CO 80290-2101
1-303-830-7500
Web: http://www.CFP-Board.org
*Will show if a financial planner has passed the CFP Certification Examination and whether
they are in good standing.
The National Association of Personal Financial
Advisors
355 West Dundee Rd., Suite 200
Buffalo Grove, IL 60089
1-888-FEE-ONLY
Web: http://www.napfa.org
*Fee-only planners, money-management services.
Next: Choosing
a Financial Planner |
