Verify a CFP® Professional
Verify a CFP® Professional
More than 100,000 individuals in the United States currently meet CFP Board's initial and ongoing certification requirements for CFP® certification.
Loading...
| Name / Company | CFP® Certification Status |
CFP Board Disciplinary History |
Bankruptcy Disclosure In Last 10 Years
Toggle Tooltip
Close Tooltip
CFP Board’s prior Bankruptcy Disclosure Procedures (effective July 1, 2012 - June 30, 2020) required public notice of a CFP® professional’s bankruptcy disclosure within the previous 10 years. Those disclosures will remain on CFP Board’s website for 10 years from the date that the CFP® professional disclosed the bankruptcy to CFP Board or the date CFP Board became aware of the bankruptcy, whichever is earlier. |
|---|
*
CFP Board’s prior Bankruptcy Disclosure Procedures (effective July 1, 2012 - June 30, 2020) required public notice of a CFP® professional’s bankruptcy disclosure within the previous 10 years. Those disclosures will remain on CFP Board’s website for 10 years from the date that the CFP® professional disclosed the bankruptcy to CFP Board or the date CFP Board became aware of the bankruptcy, whichever is earlier.