Some organizations bring in financial planners to work one-on-one with staff or customers. The organizations below can help you find a financial planner for your event.
Financial Planning Association
The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S. and also includes members who support the financial planning process.
FPA offers quick ways to find a financial planner, as well as resources to help you and your constituents prepare for life events. Learn more at www.PlannerSearch.org
Looking for a financial advisor you can trust? Certified Financial Planner™ professionals are competent, well-educated and held to the highest ethical standards by CFP Board. Learn more about financial planning or find a CFP® Pro in your area who can help you and your constituents achieve your financial goals.