Snowdon Financial
Lighting the Path to Your Financial Dreams
FIND A PLANNER
You may be at a point in your journey where you are ready to talk with a financial planner. The question most people have is, “How do I find a planner I can trust?”
That’s a very good question, and one you should carefully consider.
Key criteria in your search should include Ethics, Experience and Education. Who the planner works for is important, but nowhere near as important as who the planner is.
To help in your search, here are a few resources.
FPA Planner Search:
www.fpaforfinancialplanning.org/
FindaPlanner/
The Financial Planning Association provides unbiased information about member CERTIFIED FINANCIAL PLANNER™ practitioners. You can enter your search criteria and receive a list of names you can contact.
CFP Board:
www.cfp.net/search/
CFP Board is the certifying agency for CERTIFIED FINANCIAL PLANNER™ certificants. You can check the status of any CFP® certificant you may be interested in contacting.
www.fpaforfinancialplanning.org/
FindaPlanner/
The Financial Planning Association provides unbiased information about member CERTIFIED FINANCIAL PLANNER™ practitioners. You can enter your search criteria and receive a list of names you can contact.
CFP Board:
www.cfp.net/search/
CFP Board is the certifying agency for CERTIFIED FINANCIAL PLANNER™ certificants. You can check the status of any CFP® certificant you may be interested in contacting.
NAPFA:
www.napfa.org/consumer/index.asp
The National Association of Personal Financial Advisors (NAPFA) offers a search tool to find member, fee-only planners. After entering your search criteria, you will be given names of planners to contact.
Snowdon Financial: Contact Us for Help
www.napfa.org/consumer/index.asp
The National Association of Personal Financial Advisors (NAPFA) offers a search tool to find member, fee-only planners. After entering your search criteria, you will be given names of planners to contact.
Snowdon Financial: Contact Us for Help