Registered Financial Specialist (RFS)

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


Advisor must have at least three years of financial planning experience, and have earned a bachelor's degree in finance, tax or financial services OR have obtained a CPA, law degree, MBA, PhD, Chartered Financial Analyst (CFA) or a Master's degree in a related field. Candidates must then complete an examination, agree to a code of ethics, and complete 15 hours of continued education a year.

Issuing Organization:

American Academy of Financial Management (AAFM)


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



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

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Arrow UpWe 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.Arrow Down