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

Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.

Portfolio Size:

$200K in 403(b) and $35K cash to invest.

Former Advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
... WiserAdvisor helped us connect with Brian who had clients similar to our situation.