Financial Planning Professionals and Experts
Links to information about various types of financial planning professionals and how to find one near you.
Articles & Resources
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Update on Debby Fowles
Update on Debby Fowles publications, interviews, and projects
Update on Debby Fowles publications, interviews, and projects
Choosing a Financial Planner
How to determine if you need a financial planner, and if so, how to choose one, from your About.com Guide.
How to determine if you need a financial planner, and if so, how to choose one, from your About.com Guide.
Chartered Financial Consultants
Background information about the designation "Chartered Financial Consultant" and other financial planning designations.
Background information about the designation "Chartered Financial Consultant" and other financial planning designations.
CPA Financial Planner
Find a fee-only Certified Public Accountant Financial Planner. The CPA fee-only financial planner does not receive commissions and does not sell any investment or insurance products.
Find a fee-only Certified Public Accountant Financial Planner. The CPA fee-only financial planner does not receive commissions and does not sell any investment or insurance products.
Certified Financial Planners
Information on choosing a financial planner (CFP), finding a CFP, checking on the license of a CFP, complaint procedures, and more from the Certified Financial Planner Board of Standards.
Information on choosing a financial planner (CFP), finding a CFP, checking on the license of a CFP, complaint procedures, and more from the Certified Financial Planner Board of Standards.
Financial Planning Association
Find a financial planner or read informative articles about personal finance issues.
Find a financial planner or read informative articles about personal finance issues.
Finding a Fee-Only Financial Planner
If you want to be sure your financial planner doesn't stand to gain financially from recommending certain investments, you may want to use a fee-only planner. Here's how to find one.
If you want to be sure your financial planner doesn't stand to gain financially from recommending certain investments, you may want to use a fee-only planner. Here's how to find one.
Personal Financial Specialist
The Personal Financial Specialist (PFS) is the financial planning specialty accreditation held exclusively by certified public accountants (CPAs) who are members of the American Institute of CPAs (AICPA). Find a PFS near you.
The Personal Financial Specialist (PFS) is the financial planning specialty accreditation held exclusively by certified public accountants (CPAs) who are members of the American Institute of CPAs (AICPA). Find a PFS near you.
State Accountancy Boards
Links to State Accountancy Boards for Certified Public Accountants (CPAs) and State CPA Associations, to help you find a Certified Public Accountant near you.
Links to State Accountancy Boards for Certified Public Accountants (CPAs) and State CPA Associations, to help you find a Certified Public Accountant near you.
Find a Tax Proffessional
Find a tax professional near you from the National Association of Tax Practioners' Web site.
Find a tax professional near you from the National Association of Tax Practioners' Web site.