Find a Financial Planner

American Institute of CPAs—Personal Financial Planning Section

An organization for CPAs who provide estate, tax, retirement, risk management, and investment planning advice to individuals: www.aicpa.org; 1-888-777-7077.

Financial Planning Association (FPA)

The largest organization of financial planners who provide financial advice to individuals and are committed to upholding the highest standards of professional competence, ethical conduct, clear disclosure to the individuals they serve: www.fpanet.org; 1-800-322-4237. 

The National Association of Personal Financial Advisors (NAPFA)

A leading organization of financial advisors who provide fee-only financial services: www.napfa.org; 1-847-483-5400.

 

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