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
Allan Katz, CFP®, ChFC® Comprehensive Wealth Management Group, LLC Staten Island 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 bcsp@bcsp.org. 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.