Financial Planning Association of Rhode Island

How can a consumer find a financial planner in their area?

FPA recommends asking for names from friends or business associates who may have used a financial planner. Attorneys, accountants, insurance agents, bankers and other financial specialists also can be good sources because planners often work with them to carry out a client’s plan.

FPA can provide a list of CFP professionals in your area,or you can call our toll-free phone number at 800.647.6340.