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The Client:      " Who should I Call When I need Help?"

                I know. I will call 1-800-ADVISER!

Certified Financial Planners ("CFPs")- When the International Association of Financial Planners merged with the Certified Financial Planning Association, the CFP designation became the designation of choice for over 30,000 individuals.

Certified Public Accountants ("CPA-PFS") - Of the 330,000 AICPA, 2,500 of them hold the Personal Financial Planning Specialist designation. These CPAs undertake under a special exam. These CPAs are skilled in providing financial planning services. 

Registered Investment Advisers ("RIA") - It is estimated that there is over 30,000 Registered Investment Advisers with the SEC and with related State Agencies. 

National Associational of Personal Financial ("NAPFA") - with over 400+ growing members, these individuals focus on providing fee-only financial advice to individuals.