Certified Financial Planner in Leawood, KS

Summary:

This is the hallmark planning credential, granted by the Certified Financial Planner Board of Standards. To receive this credential, the candidate must first have three years of financial planning experience and a bachelor's degree, or five years of financial planning experience. The candidate can also bypass the education requirement by holding one of the following designations: CPA, ChFC, CLU, CFA, Ph.D. in business or economics, or be an attorney (final exam must still be taken). After completing a final certification exam, the advisor must follow up with thirty hours of continued education every 2 years.


Issuing Organization:

Certified Financial Planner Board of Standards (CFP-Board)


Website:

www.cfp-board.org

Please provide the information we need to match you with pre-screened Financial Advisors.
What advisory services do you need?
What is the size of your investment portfolio?
City: State:
First Name: Last Name:
Email Phone No:
Additional information (optional)
   
Privacy Policy | Terms & Conditions

What other users have to say


"Finance and investing are complicated subjects that I did not know a whole lot about before I started using this site. Thanks to this site I was able to meet with an advisor who was incredibly helpful. Thank you!"

- M Nielson, Los Angeles, CA

"Through this site, I was able to get in touch with a local and highly qualified financial planner to help me develop a personalized retirement plan!"

-Lisa B, Atlanta, GA

"I just got connected to 3 very nice advisors here in north Tampa. I did not want to drive downtown and if I had not used this service I may not have realized I could connect with a planner so close to home & work. I am working mom and needed someone close. I plan to use one I was matched to.It really works!"

- Linda Prescott, Temple Terrace, FL

Other Advisors Listing

Timothy Walla, CFP, Financial Advisor from Leawood, Kansas Timothy Walla, CFP
Walla Street Wealth Management, Inc.

4745 West 136th Street,
Leawood, KS   66204

We are an independent advisory team providing comprehensive fee-based wealth management services in Kansas City with a focus on portfolio management, retirement planning, and tax minimization strategy.......

Mitchell Fiser, CFP®, Financial Advisor from Leawood, Kansas Mitchell Fiser, CFP®
Fiser Group of ING Financial Partners, Inc.

8760 Monrovia St.,
Lenexa, KS   66215

We are an Accounting and Financial planning firm located in Lenexa KS. We have been in business for over 15 years serving the Kansas City Area and surrounding communities. We work primarily with sma.......

Bud Kasper, Financial Advisor from Leawood, Kansas Bud Kasper
The Planners Network Inc.

211 NW Executive Way A,
Lk Lotawana, MO   64063

As a financial advisor with over thirty years of experience, Bud's name and financial commentaries have appeared in CNNfn, BusinessWeek, USA Today, Financial Planning Magazine, Investment News, Ingram.......

Stephen Stricklin, Financial Advisor from Leawood, Kansas Stephen Stricklin
Wise Wealth, LLC

618 SE 4th Street,
Lee'S Summit, MO   64063

At Wise Wealth, we believe that financial peace results from having a financial plan. Our goal is to educate and equip our clients with wisdom so that they can form healthy financial habits and make w.......