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Find a Credentialed Financial Professional

When looking for a financial professional, the first step is to define your own needs clearly so you can find an adviser who can handle your specific requirements. The FSP consumer referral service provides names and contact information of credentialed advisers by ZIP code whose practices include the specialties pertinent to your needs.

You can be assured that this referral service will provide you with names of financial professionals who have earned respected credentials in the financial services industry. Membership in FSP signifies a strong commitment to continuing education and ethics. Every Society member pledges to abide by the Society's Code of Professional Responsibility and has earned one or more professional credentials.

View a list of credentials accepted for Regular FSP membership.

NOTE: Not all our members have elected to participate in our online referral service. If you cannot find the adviser you are looking for using our online search, contact us by telephone (800.392.6900) or email us.


This information is being provided as a service for consumers who are seeking competent professional advice and service. All ownership rights to the membersip list of the Society of Financial Service Professionals belong exclusively to the Society. Any other use of this information, without express written permission, is strictly prohibited

Society members' names are provided to consumers as a public service. The Society, its officers, members, and staff do not assume any responsibility or liability for the information/advice received from an individual member. As a consumer, you are advised to make an independent judgment regarding each financial adviser's qualifications and his/her suitability for your specific financial planning goals.

Input your search criteria in the fields below. If you know the last name, input it in the NAME field below.


Starting Address

Zip Code*
* City and State or Zip Code are required

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