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


What advisory services do you need?
What is the size of your investment portfolio?
City: State:
 
First Name:   Last Name:
 
Email   Phone No:
 
Additional Information (optional)
Results from people who have used the "Match Me" form above

Profile

Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

Portfolio Size:

$450K

I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.