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Registered Financial Planner (RFP)

WiserAdvisor is the oldest and the largest independent network of financial advisors.

Summary:

Conferred by the Registered Financial Planners Institute (RFPI), this designation displays expertise in financial planning. Advisors can either obtain a two year designation if they have two years of financial planning experience, or a five year designation if they have five years of financial planning experience. There is no examination, but an advisor must complete 70 hours of coursework and agree to a code of ethics.


Issuing Organization:

Registered Financial Planners Institute (RFPI)


Website:

www.rfpi.com

I want to take charge
Match Me with 2 to 3 Advisors
based on my specific needs


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Results from people who have used the "Match Me" form above

Profile

Roy is in his early 70s, married, university professor and author in NY. He enjoys reading/ researching history, PLUS deep-sea fishing!.

Portfolio Size:

$960K

We needed help in getting a trust and other investment strategies setup correctly...
...WiserAdvisor service was a tremendous relief in finding an advisor. I wanted someone with TRUST, experience and someone with patience.