NerdWallet

Compare Certified Financial Planners To Work Toward Your Goals

Whether you're building a first budget or coordinating a full retirement strategy, a CFP® professional is trained to work across your entire financial picture, not just one product. Get matched, 100% free, no obligation.

What's your primary goal?

While many financial advisors on the Advisor Match Platform are CFP® professionals, not all are. Depending on your circumstances, you may match with a non-CFP® financial professional.

Match with a certified financial planner

Free matching. No obligation.

How NerdWallet Advisors Match works

  1. Answer a few questions

    Tell us a bit about your financial situation — it only takes a few minutes.

  2. Get paired with a certified planner

    You'll be matched with up to 3 CFP® professionals to act in your best interest.

  3. Work toward your money goals

    Connect with your advisor and start making progress.

Get matched with an advisor through NerdWallet Advisor Match

Some of the firms on our platform:

  • Edelman Financial Engines
  • Mariner
  • Wealth Enhancement Group
  • Carson
  • Zoe

What Is a Certified Financial Planner (CFP®)?

CFP® certification is granted by CFP Board to individuals who meet its education, examination, experience, and ethics requirements. CFP® professionals must also adhere to CFP Board’s Code of Ethics and Standards of Conduct.

A CFP® professional is trained to take a comprehensive approach to financial planning, which may include areas such as investments, retirement, tax planning, insurance, debt management, and estate planning. Rather than looking at each financial decision in isolation, financial planning can help you consider how different parts of your financial life work together.

Match with a certified financial planner

Free matching. No obligation.

Your financial advisor can help you with:

From everyday budgeting decisions to long-term wealth planning, a Certified Financial Planner can guide the full picture of your finances — with the training and testing to back it up.

  • Investment management
  • Retirement planning
  • Tax-efficient account placement
  • Financial planning
  • Insurance decisions
  • Estate planning
  • Debt management
  • Portfolio rebalancing and asset allocation
Match with a certified financial planner

Free matching. No obligation.

People with financial advisors are more likely to reach their financial goals

Projected retirement savings over timeA hypothetical projection comparing savings with a financial plan versus without one over 40 years.Hypothetical projections$3M$2M$1M$500K$010 yrs20 yrs30 yrs40 yrsSavings with a financial planSavings without a financial plan

Working on a financial plan now can potentially increase your retirement savings by 4x in the future.¹

¹ 2024 T.Rowe Price Study

Frequently asked questions

What is a Certified Financial Planner (CFP®)?
A CFP® is a financial professional certified by the CFP Board after meeting strict education, exam, experience, and ethics requirements.
How do I find a certified financial planner that may work for me?
Answer a few questions about your goals and NerdWallet Advisors Match will match you with up to 3 vetted CFP® professionals, free of charge. Set up free consultations with your matches to better understand which service might make sense for your goals.
Is NerdWallet Advisors Match really free?
Yes. The matching tool is free to use, with no obligation to work with any advisor you're matched with.
Match with a certified financial planner

Free matching. No obligation.

“Vetted” means NWA has conducted due diligence on the financial advisor or financial services provider participating on the Advisor Match platform (a “Participating Firm”). This may include background and information security screenings, review of information provided by the firm, review of regulatory filings and disciplinary history, and searches of publicly available information, as applicable. NWA’s vetting does not constitute an endorsement or guarantee of a Participating Firm or its services.