Where can I get a list of certified financial planners? I have some financial decisions I must make and I do not trust the companies that are trying to sell their products. I need a financial planner to get some good advice that is not attached to selling a bond or annuity or some sort of investment plan. - Barbara
That sounds very sensible, as the new year begins. You seem to know what you want, so I'd suggest you interview several planners to decide who merits your trust.
One way is to look for a certified financial planner at www.cfp.net. You put in your zip code and you are given a list of planners nearby, whether they are in good standing with the Certified Financial Planner Board of Standards and indicates if the person has any history of being disciplined.
You can expand your search by checkinig out those who have another designation, Personal Financial Specialist. That is a certified public accountant who also does financial planning. You can find local names by searching the American Institute of CPA’s list, under the “For the Public” tab at www.aicpa.org.