Find a Finance Pro

Publication
Article
Physician's Money DigestAugust31 2004
Volume 11
Issue 16

The right financial advisor can be avital tool in securing your financialfuture. To find a quality money advisor,check out the following resources:American Institute of Certified PublicAccountants, Personal Financial PlanningDivision (888-777-7077; www.aicpa.org); American Society of Chartered LifeUnderwriters and Chartered FinancialConsultants (800-392-6900; www.asclu.org); Financial Planning Association(800-322-4237; www.fpanet.org); andthe Society of Financial Service Professionals(610-526-2500; www.financialpro.org). For fee-only planners whodon't take commissions on products theyrecommend, contact the National Associationof Personal Financial Advisors(800-333-6659; www.napfa.org). To do abackground check or file a complaintagainst a financial advisor, contact thefollowing: Certified Financial PlannerBoard of Standards (888-237-6275;www.cfp-board.org); National Association of Securities Dealers (800-289-9999; www.nasdr.com); North AmericanSecurities Administration Association(202-737-0900; www.nasaa.org); or SEC(800-732-0330; www.sec.gov).

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