Like most people, you have hopes and goals for yourself and your family. These might include buying a home or business, saving for college education, taking a dream vacation, reducing taxes and retiring comfortably. Financial planning is the process of wisely managing your finances so that you can achieve these and other goals—while at the same time helping you negotiate the financial barriers that inevitably arise in every stage of life. This is where having a financial plan and working with a CERTIFIED FINANCIAL PLANNER™ professional can help.
The Financial Planning Association® (FPA®) and the Board of Certified Safety Professionals (BCSP) have partnered to provide BCSP certification holders with access to CERTIFIED FINANCIAL PLANNER™ professional members of FPA. The financial planners listed below have agreed to provide a 20%* discount on their financial planning fees for the first-year to BCSP certificants. The discount only applies to the financial planning fee. As a result of implementing the plan there may be other fees associated with investment management or on other services and/or products.
Click the ‘Learn More’ link next to the financial planners listed below to view their profiles, which includes their contact information. If you contact a listed financial planner, there is no obligation―on your part or on the part of the planner―to engage in a financial planning relationship. Just be sure to let them know you are a BCSP certification holder!
| Name | Company | Location | |
|---|---|---|---|
| Alabama | |||
| Lawrence E. Wall, CFP, CAP | Wealth Management Group | Birmingham | Learn More |
| Cleve Gantt, CFP® | Gantt Financial Advisors, LLC | Daphne | Learn More |
| Alaska | |||
| Angela G. Ribuffo, CFP®, RICP®, ChFC®, CDFA®, CLTC® | Raion Financial Strategies, LLC | Anchorage | Learn More |
| Arizona | |||
| Alexander G. Koury, CFP® | Values Quest | Phoenix | Learn More |
| Austin Peterson, CFP® | Backbone Financial | Scottsdale | Learn More |
| California | |||
| Jacob Rothman, CFP®, CPA, CFA | Rothman Investment Management | Atascadero | Learn More |
| Jose Vicente, CFP® | Ameriprise Financial Services, Inc. | Carlsbad | Learn More |
| Scott A. McClatchey, CFP®, MBA | WWM Financial | Carlsbad | Learn More |
| Andi YH Kang, CFP®, CAP®, BFA® | Crown Wealth Management | Costa Mesa | Learn More |
| Bernd Steinebrunner, CFP® | Parliament Wealth | Costa Mesa | Learn More |
| Allan W. Moskowitz, CFP® | Transformative Wealth Management, LLC | El Cerrito | Learn More |
| Kathleen Covey, CFP® | Covey & Covey | Encinitas | Learn More |
| Marie Accunzo, CFP®, ChFC®, MBA | Ameriprise Financial Services, Inc | Encinitas | Learn More |
| Gerald E. Gasber, CFP®, CIMA®, CPFA, CFS | Gasber Financial Advisors, Inc. | Folsom | Learn More |
| Landon P. Tymochko, CFP®, MBA | Leslie Roper Day & Associates | Folsom | Learn More |
| Katrina Soelter, CFP® | KCS Wealth Advisory, LLC | Los Angeles | Learn More |
| Ken Cornutt, CFP®, CPA/PFS | Westside Financial | Los Angeles | Learn More |
| Kenneth B. Waltzer, CFP®, AIF®, CFA | KCS Wealth Advisory | Los Angeles | Learn More |
| Laura A. Gilman, CFP®, CPA | KCS Wealth Advisory LLC | Los Angeles | Learn More |
| Shelley Richardson, CFP®, CPWA® | UBS Financial Services | Los Gatos | Learn More |
| David C. Palshaw, CFP®, MBA | Monterey Bay Asset Management, LLC | Monterey | Learn More |
| John-Paul (JP) Geisbauer, CFP®, CPA | Centerpoint Financial Management LLC | Newport Beach | Learn More |
| Artie Green, CFP®, MBA | Cognizant Wealth Advisors | Palo Alto | Learn More |
| John M. Lee, CFP® | MassMutual | Palo Alto | Learn More |
| Mike Alves, CFP®, CLU®, CRPC® | Vida Private Wealth | Pasadena | Learn More |
| Janet Z. Wan, CFP® | Sierra Pacific Financial Advisors, LLC | Pleasanton | Learn More |
| Sheila McGinn, CFP® | Brightview Financial Solutions | Redwood City | Learn More |
| Claudia Cypher Kane, CFP®, CIMA®, CPWA, CDFA, ADPA | Raymond James | Roseville | Learn More |
| Alfred L. Hymans, CFP® | Essential Financial Strategies | Sacramento | Learn More |
| Aaron Wiegman, CFP® | Financial Sense Wealth Management | San Diego | Learn More |
| Christopher Rand, CFP® | FIDES Wealth Strategies Group | San Diego | Learn More |
| John L. Jenkins, CFP®, AEP®, EA, CFF® | Asset Preservation Strategies, Inc. | San Diego | Learn More |
| Richard Vazza, CFP®, CFA | Driven Wealth Management | San Diego | Learn More |
| Steven Fox, CFP® | Next Gen Financial Planning | San Diego | Learn More |
| Warren Binstock, CFP® | Telos Capital Management, Inc. | San Diego | Learn More |
| Arthur Ambarik, CFP® | Perigon Wealth Management | San Francisco | Learn More |
| Daniel Tripp, CFP® | Thirty Mile Financial | San Francisco | Learn More |
| David R. Krimm, CFP®, MBA | Hargrave Fiduciary Advisors | San Francisco | Learn More |
| Josh Bennett, CFP® | Vincere Wealth Management LLC | San Francisco | Learn More |
| Rohan Nayak, CFP® | FundX Investment Group | San Francisco | Learn More |
| Sean Edward Peake, CFP® | Morgan Stanley | San Francisco | Learn More |
| Michael Metzger, CFP® | Lifepoint Financial Design | San Luis Obispo | Learn More |
| Emilie Goldman, CFP®, CFA | Tamarind Financial Planning | San Mateo | Learn More |
| James M. Schwarz, CFP®, RICP®, MBA | CLEAR Retirement Advice | San Mateo | Learn More |
| Jeff Weber, CFP®, CASL®, RICP® | Titus Wealth Management | San Mateo | Learn More |
| Rashida Lilani, CFP®, CPWA® | Lilani Wealth Management | San Mateo | Learn More |
| Scott A. Sprague, CFP®, ChFC®, CLU | Sprague Wealth Solutions | San Ramon | Learn More |
| William Pitney, CFP®, MBA, CeFT® | FocusYOU | Santa Rosa | Learn More |
| Bradley Shammas, CFP® | IWM Financial, Inc. | Tustin | Learn More |
| James R. Allen Jr., CFP®, ChFC®, CDFA | Anchor Bay Capital | Tustin | Learn More |
| Michael B. Hansen, CFP® | Frontier Wealth Strategies | Walnut Creek | Learn More |
| Ted Fischer, CFP®, AIF®, QPFC®, PFS | Fischer Investment Strategies | Westlake Village | Learn More |
| David J. Pinto, CFP®, ChFC® | Ameriprise Financial / Main Street Wealth Group | Woodland | Learn More |
| Colorado | |||
| Danielle Howard, CFP® | Wealth By Design | Basalt | Learn More |
| Lisa L. Bayer, CFP®, CFA | Opus Financial Solutions LLC | Boulder | Learn More |
| Liz Windisch, CFP® | Aspen Wealth Management | Centennial | Learn More |
| A. Raymond Benton, CFP®, CRPC®, EA | Lincoln Financial Advisors | Denver | Learn More |
| Jason Alderson, CFP®, CDFA | Elbert Capital Management | Denver | Learn More |
| Rosemary Reed, CFP®, CFA | Delta Financial Group | Fraser | Learn More |
| Greg Lessard, CFP®, CRPC | Aspen Leaf Wealth Management | Golden | Learn More |
| Brett Spurr, CFP®, CRPC | Spurr Financial Planning, Inc. | Highlands Ranch | Learn More |
| Carol Fabbri, CFP®, CAP, CRPC, MBA | Fair Advisors | Lakewood | Learn More |
| Joshua Wilcoxson, CFP® | Wilcoxson Wealth Management | Pueblo | Learn More |
| Connecticut | |||
| Felix R. Serrano, CFP®, AIF®, JD | Guidelight Financial | Norwalk | Learn More |
| Brenner LeCompte, CFP® | Morgan Stanley | Ridgefield | Learn More |
| Robert J. Leiphart, CFP® | RB Capital Management, LLC | Shelton | Learn More |
| LeGrand S. Redfield, Jr., CFP®, ChFC®, CLU, CASL, LUTCF | Asset Management Group, Inc | Stamford | Learn More |
| Katherine Fibiger, CFP® | Stratos Wealth Partners | Westport | Learn More |
| Salim P. Boutagy, CFP®, CPWA® | Congress Wealth Management, LLC | Westport | Learn More |
| Delaware | |||
| Peter F. Gaertner, CFP®, CDFA™, MBA | Affinity Wealth Management, LLC | Wilmington | Learn More |
| Florida | |||
| Jason L. Hunt, CFP® | Hunt Financial Planning | Clearwater | Learn More |
| V. Raymond (Ray) Ferrara, CFP® | ProVise Management Group, LLC | Clearwater | Learn More |
| Nicholas Chiricosta, CFP®, MPAS®, EA, AWMA®, CRPC® | Utopia Wealth Management | Coconut Creek | Learn More |
| Nancy Curtin, CFP ®, CLTC | KBK Wealth Management | Delray Beach | Learn More |
| Allan J. Haupert, CFP® | AJH Wealth Management | Fort Lauderdale | Learn More |
| Mike Hennessy, CFP®, CFA | Harbor Crest Wealth Advisors | Fort Lauderdale | Learn More |
| Christian T. Stearns, CFP® | Conte Wealth Advisors | Fort Myers | Learn More |
| Jeanne Peterson, CFP®, LUTCF, CLTC | Ameriprise Financial | Jacksonville | Learn More |
| Susan L. Hartman, CFP®, JD, CPWA® | Raymond James Financial Services, Inc. | Jacksonville Beach | Learn More |
| Steven D. Kurland, CFP®, MBA, AIF®,CDFA® | 360 Financial Firm, LLC | Maitland | Learn More |
| Dennis R. Nolte, CFP® | Seacoast Investment Services, Inc. | Oviedo | Learn More |
| Marianela Collado, CFP®, CPA | Tobias Financial Advisors | Plantation | Learn More |
| Ian Aguilar, CFP® | Mellen Money Management | Ponte Vedra | Learn More |
| Angela Wentz, CFP® | Sage Wealth Consulting, LLC | Sarasota | Learn More |
| Laura H. Mattia, CFP®, Ph.D., MBA, CDFA, CRS | Stonegate Wealth Management | Sarasota | Learn More |
| Michael E. DeMassa, CFP®, CFA | Forza Wealth Management | Sarasota | Learn More |
| Don Snyder, Jr., CFP®, MBA | Snyder Financial Group | Tampa | Learn More |
| Ronald R. Oldano, CFP®, CRPC | Oldano & Associates, A private wealth Advisory practice of Ameriprise Financial Services, Inc. | Wesley Chapel | Learn More |
| Tracy Silpe, CFP®, CRPC® | Raymond James | West Palm Beach | Learn More |
| Georgia | |||
| Nivedita ("Niv") Persaud, CFP®, CDFA®, RICP® | Transition Planning & Guidance, LLC | Atlanta | Learn More |
| Robert E. Schultz III, CFP®, ChFC® | Rollins Financial, Inc. | Atlanta | Learn More |
| Chris Hardy, CFP®, EA, ChFC, CLU®, AIF | Paramount Investment Advisors, Inc. | Cumming | Learn More |
| Jane B. Nowak, CFP® | SouthBridge Advisors | Marietta | Learn More |
| LaToya K. Maddox, CFP® | Phoenix Associates | Marietta | Learn More |
| Derek M. Lawson, CFP®, MBA | Wells Fargo Advisors | Suwanee | Learn More |
| Hawaii | |||
| Cory M. Nakamura, CFP®, CFA, PPC® | Mosaic Pacific Investment Advisors | Honolulu | Learn More |
| Michael Bruggemann, CFP®, RICP®, CRPC®, CRPS® | Ameriprise Financial | Honolulu | Learn More |
| Idaho | |||
| J. Chris Hendrickson, CFP® | Berkeley, Inc. | Boise | Learn More |
| Illinois | |||
| Raymond G. Giese, CFP®, CCSP | Career & Financial Pathways LLC | Arlington Heights | Learn More |
| William J. Nedza, CFP® | Ventoux Financial Advisors, LLC | Chicago | Learn More |
| Michael Resnick, CFP® | GCG Financial | Deerfield | Learn More |
| Gregory Kurinec, CFP®, MRFC | Bentron Financial Group, Inc. | Downers Grove | Learn More |
| James W. Hogan, CFP®, CPA | Cornerstone Advisers LLC | Downers Grove | Learn More |
| Thomas H. Zimmerman, CFP® | Zimmerman Wealth Management, LLC | Evanston | Learn More |
| Mark Bova, CFP®, CIMA® | Lenity Financial, Inc. | Geneva | Learn More |
| Roger Manske, CFP® | Manske, CFP® | Lagrange | Learn More |
| Evan A. Gallien, CFP® | Morgan Stanley | Oak Brook | Learn More |
| James J. Stork, CFP®, CFA | Pinnacle Financial Group | Western Springs | Learn More |
| Indiana | |||
| Christopher A. Slyby, CFP®, CDFA® | Wealth Advisors Group | Fort Wayne | Learn More |
| Brendan Crews, CFP® | Daviman Financial LLC | Indianapolis | Learn More |
| Edward Wildermuth, CFP®, ChFC®, CPA | Clear Financial Solutions | Indianapolis | Learn More |
| Evan D. Bedel, CFP® | Bedel Financial Consulting, Inc. | Indianapolis | Learn More |
| Chad Baxter, CFP®, ChFC®, AWMA | Clarify Wealth Management | Lafayette | Learn More |
| Tanner Stepp, CFP® | Clarify Wealth Management | Lafayette | Learn More |
| Iowa | |||
| Laura Nilius, CFP®, CPA | CliftonLarsonAllen Wealth Advisors | Des Moines | Learn More |
| W. Patrick Mulcahy III, CFP®, ChFC®, CLU® | MassMutual | West Des Moines | Learn More |
| Kansas | |||
| Bradley K. Kolowski, CFP® | Edward Jones | Garden City | Learn More |
| Alec Giesting, CFP® | Prime Capital Investment Advisors | Leawood | Learn More |
| Joni Lindquist, CFP® | Aspyre Wealth Partners | Overland Park | Learn More |
| Alexander Petrovic III, CFP® | Petrovic Financial Services | Prairie Village | Learn More |
| William May, CFP® | CoreNorth Capital Planning | Wichita | Learn More |
| Kentucky | |||
| Brian Hartman, CFP® | Lincoln Financial Securities | Lexington | Learn More |
| Douglas A. Davis, CFP®, MBA | Limestone Wealth Management | Louisville | Learn More |
| Maryland | |||
| John W. Olson, CFP® | First Command Financial Services | Annapolis | Learn More |
| Sean M. O'Neill, CFP®, CRPS | RBC Wealth Management | Annapolis | Learn More |
| J. Hunter Hart, CFP®, ChFC® | Equity Planning, Inc | Bethesda | Learn More |
| Levi S. Brandriss, CFP® | Ameriprise Financial Services Inc | Bethesda | Learn More |
| Steven W. Jefferys, CFP®, CFA, MBA | Arch Financial Advisors | Bethesda | Learn More |
| Jeffrey D. Carlson, CFP® | Carlson Advisory & Wealth Management, a private wealth advisory practice of Ameriprise Financial, Inc. | Columbia | Learn More |
| Mark Humphries, CFP® | Sentinel Financial Planning, LLC | Edgewater | Learn More |
| Timothy J. Custer, CFP®, RICP® | First Command Financial Services, Inc. | Frederick | Learn More |
| James Stewart, CFP® | Carmichael Hill & Associates, Inc. | Gaithersburg | Learn More |
| Matt Bacon, CFP® | Carmichael Hill & Associates | Gaithersburg | Learn More |
| Laurette M. Dearden, CFP® | Laurette M. Dearden, CPA, CFP®, RICP® | Laurel | Learn More |
| Beth Kennedy Venit, CFP® | Burt Wealth Advisors | North Bethesda | Learn More |
| Philip James Biedronski, CFP®, CPA | Rising Tide Financial Solutions LLC | Nottingham | Learn More |
| Donna C. Gestl, CFP®, AIF® | The Prosperity Consulting Group, LLC | Owings Mills | Learn More |
| Thomas A. Webbert, CFP® | Webbert Financial Planning | Towson | Learn More |
| Massachusetts | |||
| Justin M. Makso, CFP® | First Republic Private Wealth Management | Boston | Learn More |
| Joelle Spear, CFP® | Canby Financial Advisors | Framingham | Learn More |
| Georgia G. Bruggeman, CFP® | Meridian Financial Advisors, LLC | Holliston | Learn More |
| Patrick Phelan, CFP®, ChFC®, CLU® | Eagle Strategies, LLC | Hyannis | Learn More |
| Joseph Sachetta, CFP®, CPA/PFS | Sachetta & Callahan | Lynnfield | Learn More |
| Andrea Bates McGrath, CFP®, CDFA®, RICP® | Ethos Strategic Partners LLC | Medford | Learn More |
| Sharon Schoffmann, CFP® | Prudential Advisors | Needham Heights | Learn More |
| Jeffrey N. Tomaneng, CFP®, CLU®, CIMA® | Sapers & Wallack, Inc. | Newton | Learn More |
| Samuel C. Lookner, CFP®, ChFC®, CLU, MBA | Ameriprise Financial | Wellesley | Learn More |
| Arthur J.W. (Jamie) Ebersole, CFP®, CFA | Ebersole Financial LLC | Wellesley Hills | Learn More |
| Anthony Veloso, CFP® | Financial Foundations | Westborough | Learn More |
| Catherine Valega, CFP®, CAIA | Green Bee Advisory | Winchester | Learn More |
| Michigan | |||
| Debbie Craig, CFP® | Craig Wealth Advisors | Alden | Learn More |
| Nadine Marie Burns, CFP®, MBA, AIF® | A New Path Financial, LLC | Ann Arbor | Learn More |
| Matthew Smartt, CFP® | Henrickson Nauta Wealth Advisors | Belmont | Learn More |
| Randy Renker, CFP®, AAMS® | Edward Jones | Grand Rapids | Learn More |
| John S. Ruzza, CFP® | MainStreet Financial Advisors, LLC | Kalamazoo | Learn More |
| James B. Williams, CFP®, CCPS | RWS Financial Group | Livonia | Learn More |
| Susan Koe, CFP® | Better Money Decisions | Midland | Learn More |
| Minnesota | |||
| Brett Kusske, CFP® | Kusske Financial, Inc. | Burnsville | Learn More |
| Anita E. Kalafut, CFP® | Summit Wealth Advocates | Coon Rapids | Learn More |
| Joshua Wolberg, CFP®, RICP®, MBA | Channel Financial | Golden Valley | Learn More |
| Eric Mullins, CFP®, CRPC® | Stein Financial Group | Minneapolis | Learn More |
| Jonathan Liang, CFP® | CTB Financial Services, ltd. | Minneapolis | Learn More |
| Sharon A. Bloodworth, CFP® | White Oaks Wealth Advisors | Minneapolis | Learn More |
| Tom Gartner, CFP® | ISC Financial Advisors | Minneapolis | Learn More |
| Bruce A. Primeau, CFP®, CPA/PFS | Summit Wealth Advocates, LLC | Prior Lake | Learn More |
| Mississippi | |||
| Vinicius Hiratuka, CFP®, CPA | Elevated Retirement Financial Services | Madison | Learn More |
| Missouri | |||
| Christopher Beste, CFP® | RFG Advisory | Creve Coeur | Learn More |
| Todd W. Minear, CFP®, MBA | Open Road Wealth Management | Kansas City | Learn More |
| Joel K. Huet, CFP®, CTFA, CISP | White Sand Wealth Management | Kearney | Learn More |
| Jody Dean Carmack, CFP® | Edward Jones | Saint Louis | Learn More |
| Garrett Gould, CFP®, CFA, EA | Halyard Financial | St. Louis | Learn More |
| Montana | |||
| Greg L. Schmautz, CFP®, AWMA, CMFC | Waddell & Reed | Missoula | Learn More |
| Nevada | |||
| Justin J. Long, CFP® | Diazo Wealth Group | Henderson | Learn More |
| Setu Mazumdar, CFP®, RICP® | Physician Wealth Solutions | Las Vegas | Learn More |
| New Hampshire | |||
| Dan P. Hagler, CFP®, AEP® | Granite State Retirement Planning, Inc. | Bedford | Learn More |
| Daniel Cohen, CFP® | Cohen Investment Advisors | Bedford | Learn More |
| Jonathan C. Harrington, CFP® | Milestone Financial Planning | Bedford | Learn More |
| Christopher J. June, CFP® | Sweeney Financial Management (SFM, LLC) | Manchester | Learn More |
| Eric DeLorey, CFP® | Edward Jones | Rochester | Learn More |
| New Jersey | |||
| Sean F. Donovan, CFP® | Delta Financial Group, Inc. | Basking Ridge | Learn More |
| Thomas F. Wallach, CFP®, CPA, PFS | Wallach Financial Services, LLC | Chester | Learn More |
| Michael R. Flynn, CFP® | Flynn Advisory Group. LLC | Cranford | Learn More |
| Al Procaccino II, CFP®, CFS | Castle Financial & Retirement Planning Associates, Inc. | Fair Haven | Learn More |
| Jill Williams, CFP®, ChFC®, CASL, APMA, CDFA | Mindful Wealth Management/Ameriprise | Montclair | Learn More |
| James (Jim) McCarthy, CFP®, ChFC® | Directional Wealth Management, LLC | Rockaway | Learn More |
| Richard C. Wolfe, CFP®, CMFC, MBA | Saddle River Capital Management, LLC | Saddle River | Learn More |
| Gregory A. Jacobson, CFP® | National Securities | Tinton Falls | Learn More |
| Richard Blaney, CFP®, CDFA | Beechwood Financial Services, LLC | Verona | Learn More |
| Alan Jay Levine, CFP®, CRC®, AIF, CIS, RFC | Diversified Financial Consultants, LLC | Whippany | Learn More |
| New Mexico | |||
| William Aaron Irving, CFP® | Oakley & Irving Wealth Management, LLC | Carlsbad | Learn More |
| Lea Ann Knight, CFP®, CPA | Better Money Decisions | Santa Fe | Learn More |
| New York | |||
| Brett A. Koeppel, CFP® | Eudaimonia Wealth | Buffalo | Learn More |
| Howard V. Kibrick, CFP® | Halliday Financial | Clifton Park | Learn More |
| David Siegfried, CFP® | Financial Advisor Network, Inc. | Farmingdale | Learn More |
| Byrke J. Sestok, CFP® | Rightirement Wealth Partners | Harrison | Learn More |
| Linda G. Sama, CFP® | RBC Wealth Management | Jericho | Learn More |
| Jennifer Weber, CFP® | Weber Asset Management | Lake Success | Learn More |
| Boyan Doytchinov, CFP®, CFA | Snyder Capital Management | Medford | Learn More |
| Barbara Pulkin Silverman, CFP®, CFA | Shufro Rose | New York | Learn More |
| G. Martin Poole, CFP®, RFC®, MBA | HFH Planning Inc. | New York | Learn More |
| Matthew G.Ricks, CFP® | Ameriprise Financial | New York | Learn More |
| Michael Cooper, CFP®, CPA/PFS® | Ameriprise Financial, Inc. | New York | Learn More |
| Peter J. Creedon, CFP®, ChFC®, CLU | Crystal Brook Advisors | New York | Learn More |
| Robert Hernandez, CFP®, MBA | FinancialPlannerNY | New York | Learn More |
| Paul Tramontozzi, CFP® | Lob Planning Group | Purchase | Learn More |
| Olivia A. Mussett, CFP® | Mussett Wealth Management | Rensselaer | Learn More |
| Adam Morgan, CFP® | Novem Group | Rochester | Learn More |
| James Lee, CFP® | Lee Investment Management LLC | Saratoga Springs | Learn More |
| Travis Edward Kellman, CFP®, MSFP, CRPC® | Kellman Barnes Financial Planning | Schenectady | Learn More |
| Matthew S. Clement, CFP® | Emerald Retirement Planning Group, Inc. | Stony Point | Learn More |
| Leyla Z. Morgillo, CFP® | Madison Financial Planning Group | Syracuse | Learn More |
| North Carolina | |||
| Michael C.Whitman, CFP®, MBA | Millennium Planning Group | Chapel Hill | Learn More |
| Richard E. Freitag, CFP® | Freitag Financial Group, LLC | Charlotte | Learn More |
| Stephen R. Hutter, CFP®, CRPC® | Cetera Investors | Charlotte | Learn More |
| Chuck Clifton, CFP®, CDFA® | Sycamore Financial Planning | Durham | Learn More |
| Danielle Cooley, CFP® | Lily Wealth Partners | Durham | Learn More |
| James C. Mwombela, CFP® | GRID 202 Partners | Durham | Learn More |
| Jonathan Greeson, CFP® | Jonathan Greeson Financial Planning | Pikeville | Learn More |
| Mark Bare, CFP® | Golden Pine Advisory, LLC | Pinehurst | Learn More |
| Megan Kopka, CFP®, CRPC | Kopka Financial, LLC. | Wilmington | Learn More |
| Ohio | |||
| Kevin Kroskey, CFP®, MBA | True Wealth Design | Akron | Learn More |
| David W. Demming, CFP® | Demming Financial Services Corporation | Aurora | Learn More |
| Cullen Fischel, CFP®, CLU®, ChFC® | Prosperity Financial Design | Chagrin Falls | Learn More |
| Jesse W. Hurst II, CFP®, AIF | Impel Wealth Management | Cuyahoga Falls | Learn More |
| Shon P. Anderson, CFP®, CFA | Anderson Financial Strategies | Dayton | Learn More |
| Brian T. Mills, CFP® | Mills Financial Planning | Dublin | Learn More |
| Joseph S. Messinger, CFP®, ChFC®, CLU® | Capstone Wealth Partners | Dublin | Learn More |
| Jonathan D. Torrens, CFP® | TCM Wealth Advisors | Fairlawn | Learn More |
| William Ratcliff, CFP®, ChFC®, CLU® | rebel Financial | Groveport | Learn More |
| Austin J. Linden III, CFP®, ChFC®, CLU® | Financial Management Strategies | Independence | Learn More |
| William I. Russo, CFP®, MBA | Peak Wealth Solutions | Pepper Pike | Learn More |
| Bradley Griffith, CFP®, CPA | Buckingham Advisors | Westerville | Learn More |
| Kimberly A. Spisak, CFP® | Aspire Investment Management | Westlake | Learn More |
| Janice M. Cackowski, CFP® | Providence Wealth Partners LLC | Willoughby | Learn More |
| Kevin R. Clark, CFP®, CIMA® | Ameriprise Financial | Worthington | Learn More |
| Oklahoma | |||
| Shayne Lester, CFP® | Partners in Planning Financial Services | Norman | Learn More |
| Jearl W. Meeks, CFP®, CPA, CRPS® | Wealth Management Strategies, LLC | Tulsa | Learn More |
| Oregon | |||
| David W. Smith, CFP®, ChFC®, CPFA® | Strategic Wealth Management, LLC | Bend | Learn More |
| Erin L. Dwyer, CFP®, CLTC®, RICP® | Ameriprise Financial | Portland | Learn More |
| Ray Sagner, CFP® | The Legacy Group, Ltd | Salem | Learn More |
| Pennsylvania | |||
| Troy C. Moyer, CFP®, CPA, PFS | First Capital Advisors Group | Blue Bell | Learn More |
| Russell J. Talone, CFP®, CLU® | Talone Financial Group | Collegeville | Learn More |
| Herman Krug, CFP® | Stourbridge Capital Partners, LLC | Honesdale | Learn More |
| Connor L. Smith, CFP® | Hoover Financial Advisors | Malvern | Learn More |
| James (Jim) H. White, CFP® | J.H. White Financial | Malvern | Learn More |
| Joshua Mitchell, CFP®, ChFC® | PNC Investments | Moon Township | Learn More |
| Joseph A. Romano, CFP® | Romano & Romano Financial, LLC | North Wales | Learn More |
| Thomas Bayer, Jr., CFP® | Goldman Sachs: Personal Financial Management | North Wales | Learn More |
| David S. Waters, CFP®, ChFC®, RHU, CLU® | Professional Planning Associates | Philadelphia | Learn More |
| John A. Ungerman, CFP®, ChFC®, CLU® | Thrivent Financial | Pottstown | Learn More |
| Timothy Brown, CFP® | Janney Montgomery Scott | Uniontown | Learn More |
| Brian T. Gongaware, CFP® | McKinley Carter Wealth Services, Inc. | Wexford | Learn More |
| Rhode Island | |||
| Jake Northrup, CFP®, CFA, CSLP® | Experience Your Wealth, LLC | Bristol | Learn More |
| Jack Bond Trevor, CFP® | Northwestern Mutual | Providence | Learn More |
| John Kashmanian, CFP® | Oceanstate Financial | Warwick | Learn More |
| South Carolina | |||
| James M. Danford III, CFP®, CMFC® | Accumulus Financial Group, LLC | Columbia | Learn More |
| David G. Turner, CFP®, MSF | My Planning Pro, LLC | Greenville | Learn More |
| Joshua M. Glenn, CFP®, AAMS | Stifel | Sumter | Learn More |
| Tennessee | |||
| William Douglas O'Rear, CFP® | Woodbury | Ashland City | Learn More |
| Wesley Brown, CFP® | CogentBlue Wealth Advisors | Knoxville | Learn More |
| J. L. Crain III, CFP® | B Riley Wealth | Memphis | Learn More |
| Leighton Liles, CFP®, PA, CPWA® | Baird | Nashville | Learn More |
| William Nathan Greene, CFP® | Cairn Financial Group | Nashville | Learn More |
| Texas | |||
| David L. Martinez, CFP®, ChFC®, MBA | Martinez & Associates, a private wealth advisory practice of Ameriprise Financial Service, Inc. | Austin | Learn More |
| Gay F. Thompson, CFP® | Per Stirling Capital Management | Austin | Learn More |
| John McGlothlin III, CFP® | Southwest Retirement Consultants | Austin | Learn More |
| Victor Ratiu, CFP® | Wells Fargo Advisors | Austin | Learn More |
| Marc B. Schindler, CFP® | Pivot Point Advisors | Bellaire | Learn More |
| Clark D. Randall, CFP®, CLU®, AEP, CRPC, AIF | Financial Enlightenment | Dallas | Learn More |
| Jan G. Valecka, CFP® | Valecka Wealth Management | Dallas | Learn More |
| Lora J. Hoff, CFP® | IPI Wealth Management | Dallas | Learn More |
| Melissa A. Cox, CFP®, CFSLA, CHSNC | Fetterman Investments, Inc | Dallas | Learn More |
| Nancy M. Gatens, CFP® | Gatens Financial | Dallas | Learn More |
| Sergio G. Garcia, CFP®, CRC® | Quest Capital Management | Dallas | Learn More |
| Michael Kremer, CFP® | Eagle Strategies, LLC | Fort Worth | Learn More |
| Jordan Benold, CFP® | Benold Financial Planning | Frisco | Learn More |
| Adam Frinsco, CFP®, CMT | The Advocates | Houston | Learn More |
| Ben C. Simiskey, CFP®, CPA/PFS | Stegent Equity Advisors, Inc | Houston | Learn More |
| Jonathan H. Swanburg, CFP®, JD, MBA | Tri-Star Advisors | Houston | Learn More |
| Kris Etter, CFP®, ChFC®, RICP® | Beacon Financial Planners, Inc. | Houston | Learn More |
| Loyd J. Stegent, CFP®, CPA/PFS | Stegent Equity Advisors, Inc. | Houston | Learn More |
| Matthew Charles Smith, CFP®, CIMA®, CAIA® | Concert Financial Planning, LLC | Houston | Learn More |
| Michelle J. Gessner, CFP® | Gessner Wealth Strategies, LLC | Houston | Learn More |
| Robin Giles, CFP® | Apex Wealth Management, LLC | Katy | Learn More |
| Debra L. Hedgcoth, CFP®, RICP®, CKA®, CLTC | West Texas Investments | Lubbock | Learn More |
| Adam Beaty, CFP® | Bullogic Wealth Management | Pearland | Learn More |
| David S. Totah, Jr., CFP® | Exencial Wealth Advisors | Plano | Learn More |
| Ben D. Gurwitz, CFP® | Financial Life Advisors | San Antonio | Learn More |
| Ezequiel "Zeke" Aviles, CFP® | Financial Life Advisors | San Antonio | Learn More |
| Kevin S. Rademacher, CFP®, CRPC®, CTFA | Financial Life Advisors | San Antonio | Learn More |
| Kim Nourie, CFP®, CPA | Financial Life Advisors | San Antonio | Learn More |
| P. Jordan Smith, Jr., CFP®, ChFC®, CLTC® | Tejas Financial Partners | San Antonio | Learn More |
| Kristie G. Dempsey, CFP®, CTFA | Bank OZK Trust & Wealth | Texarkana | Learn More |
| Justin Brownlee, CFP® | Brownlee Wealth Management | The Woodlands | Learn More |
| Utah | |||
| Jeff T. Brimhall, CFP®, PhD, CFA | Blue Barn Wealth | Orem | Learn More |
| Terra J. Thurgood, CFP®, CDFA® | The Martin Worley Group | Syracuse | Learn More |
| Vermont | |||
| Sara K. Kermenski, CFP®, AIF® | The Richards Group | Brattleboro | Learn More |
| Virginia | |||
| James Q. Mullins, CFP® | Piedmont Wealth Management | Culpeper | Learn More |
| Parker G. Trasborg, CFP® | CJM Wealth Advisers, Ltd. | Fairfax | Learn More |
| Virgil (Val) A. Folden III, CFP®, CDFA | Fredericksburg Financial Planning Services, Inc | Fredericksburg | Learn More |
| Mark G. Smith, CFP®, ChFC®, CPA, CLU | Vision Wealth Planning, LLC | Glen Allen | Learn More |
| Berkeley B. Meredith, CFP® | Hughes Financial Services, LLC | Herdon | Learn More |
| Patrick Hughes, CFP® | Hughes Financial Services LLC | Herndon | Learn More |
| Janet M. Hroncich, CFP®, ChFC® | Morgan Stanley | McLean | Learn More |
| Weslie Green, CFP®, CDFA® | Ameriprise Financial | Midlothian | Learn More |
| Andrew Merchant, CFP® | Merrill Lynch | Norfolk | Learn More |
| Kevin Haynes, CFP®, CRC® | Ameriprise | Reston | Learn More |
| Arie J. Korving, CFP® | Korving & Co. | Suffolk | Learn More |
| Stephen J. Korving, CFP® | Korving & Company | Suffolk | Learn More |
| Christina L. White, CFP® | Egan, Berger & Weiner, LLC | Vienna | Learn More |
| Thomas E. Stine, CFP®, PPC™ | Water Street Financial | Winchester | Learn More |
| John A. Frisch, CFP®, CPA/PFS, AIF, PPC | Alliant Wealth Advisors | Woodbridge | Learn More |
| Washington | |||
| Saket Sengar, CFP® | UBS | Bellevue | Learn More |
| Erik R. Pielstick, CFP®, ChFC® | Financial Management Inc | Kennewick | Learn More |
| John F. Aronson, CFP® | Securian Advisors Northwest | Seattle | Learn More |
| James B. (JB) Wilson VII, CFP®, APMA® | Cornerstone Financial Strategies | Tacoma | Learn More |
| Wisconsin | |||
| R. Philip Petrowski, CFP®, ChFC® | Blackhorn Partners | Madison | Learn More |
| Jeffrey Robbins, CFP® | Next Generation Wealth Management, Inc. | Milwaukee | Learn More |
| Lee F. Courtright, CFP®, ChFC®, RFC, RICP® | Golden Sands Financial LLC | Stevens Point | Learn More |
| INTERNATIONAL | ||||
| Name | Company | Location | Countries Served | |
|---|---|---|---|---|
| Mike Alves, CFP®, CLU®, CRPC® | Vida Private Wealth | Pasadena, CA | Any Spanish or Portuguese speaking countries | Learn More |
| Mark Bova, CFP®, CIMA® | Lenity Financial, Inc. | Geneva, IL | United Kingdom / Any | Learn More |
| Christopher A. Slyby, CFP®, CDFA® | Wealth Advisors Group | Fort Wayne, IN | Any | Learn More |
| John W. Olson, CFP® | First Command Financial Services | Annapolis, MD | Any country outside of continental Europe | Learn More |
| Catherine Valega, CFP®, CAIA | Green Bee Advisory | Winchester, MA | Canada, France | Learn More |
| Nadine Marie Burns, CFP®, MBA, AIF® | A New Path Financial, LLC | Ann Arbor, MI | Canada | Learn More |
| Howard V. Kibrick, CFP® | Halliday Financial | Clifton Park, NY | Any | Learn More |
| Wesley Brown, CFP® | CogentBlue Wealth Advisors | Knoxville, TN | Any | Learn More |
| Adam Frinsco, CFP®, CMT | The Advocates | Houston, TX | Any | Learn More |
If you have any questions regarding this opportunity, please reach out to Certification Services at [email protected]. For a helpful list of questions to ask a prospective financial planner to better understand their qualifications and how they operate, click HERE.
*Discount only applies to the first-year financial planning fee that a participating financial planner assesses to clients. It does not include a discount on other fees associated with investment management or on other services and/or products. Ask the prospective financial planner for details on other fees that may be assessed outside of the financial planning fee.
Certified Financial Planner Board of Standards, Inc. ("CFP Board"), a 501(c)(3) organization that is independent of the Financial Planning Association, grants the CFP® certification to CERTIFIED FINANCIAL PLANNER™ professionals in the United States. CFP Board owns the trademarks CFP® and CERTIFIED FINANCIAL PLANNER™.
You may find additional information about this individual through FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure databases, which are free tools that may be used to conduct additional research on the background and experience of CFP® professionals and those who held the CFP® certification at one time, including with respect to employment history, regulatory actions, and investment-related licensing information, arbitrations, and complaints.
FPA does not provide financial advice or CERTIFIED FINANCIAL PLANNER™ referrals
To the maximum extent permitted by applicable law, in no event shall FPA and/or BCSP be liable for any direct, indirect, punitive, incidental, special, consequential damages or any damages whatsoever arising out of or in any way connected with your use of the services of a CERTIFIED FINANCIAL PLANNER™, or the provision of or failure to provide services, whether based on contract, tort, negligence, strict liability or otherwise.