Registered Financial Planner (RFP)

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


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)


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

Software Manager


Gary is in his early 50s, married, corporate hardware and software manager in Minneapolis, MN. He enjoys personal investing and model airplanes / trains.

Portfolio Size:


Arrow UpWant to evaluate other investment strategies and compensation methods...
...Thankyou WiserAdvisor. We were getting tired of the fees that we were being charged. We don't want to get "nickel & dimed" to death with transaction and management feesArrow Down