5. What is a CFP and do you need one ?

How to Find a Certified Financial Planner

  1. Search for CFPs on the Certified Financial Planner Board of Standards website, or use the website to verify that a person recommended to you is a CFP.
  2. Ask for recommendations from people you know. Ask friends and family whom they use.
  3. Use reliable networks like the Paladin Registry and XY Planning Network to find CFPs near you. It’s also possible to work with financial planners remotely through video chats or phone calls.

Leave a Reply

Your email address will not be published. Required fields are marked *