Choosing a CERTIFIED FINANCIAL PLANNER™ (CFP^®) professional is as important as choosing a doctor or lawyer; it’s a very personal relationship. We recommend you interview at least three CFP^® professionals to find the right one that best serves your needs.

Become a member of FPA today and join thousands of industry professionals who take advantage of the benefits of their local chapter as well as the opportunities offered by the national organization.

FPA of Charlotte wants to help connect individuals seeking employment with employers seeking trained financial planners.  Resumes and job openings are updated regularly.