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Money Management: Financial Planners

Finding a Financial Planner

PlannerSearch

Use the Financial Planning Association's Find Your Financial Planner Now database to find a licensed certified financial planner in your neighborhood.

Virtual Financial Coaching

Photo by Sandy Millar on Unsplash

 

Do you have questions about credit or debt? The Financial Coaching Corps (FCC) can help you manage your money, find resources in a financial crisis, and make progress toward your financial goals. 

Make an appointment with a coach from the Financial Coaching Corps of the Community Service Society of NY. At this time all coaching is virtual by phone or Google Meet. 

Please select an appointment date and a financial coach will confirm your appointment by e-mail.
If you have questions about financial coaching, email us at bplfinancecoach@gmail.com.

Virtual Financial Coaching is a service of Brooklyn Public Library's partner, Community Service Society.

Where to Look for a Financial Advisor

     If you want to hire a financial planner to help you create and meet financial goals for your future, make sure that your financial planner is a CFP (certified financial professional), meaning that they have passed the rigorous exam administered by the Certified Planning Board of Standards. The CFP Board's website offers a nationwide database you can use to find a licensed financial planner in your neighborhood.

     If you want to hire a financial advisor who can buy and sell financial investments (such as stocks, bonds and mutual funds) for you, or create an individual retirement account for you, be aware that FINRA (The Financial Industry Regulatory Authority) offers a nifty database called BrokerCheck. Use BrokerCheck to not only see if your financial advisor or investment firm is registered with the SEC but also to check on their educational background, experience and whether they have any regulatory complaints or disciplinary actions filed against them.

Choosing a Financial Advisor

We're here to help! Do you have a question? Call 718.YOUR.BPL. You can also connect with a librarian via chat, email, or through our Book-A-Librarian service.