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.
360 Degrees of Financial Literacy is a free resource offered by the American Institute of CPAs, who provide information on Credit & Debt, and Spending & Saving, along with many financial calculators. A helpful section on talking to your kids about money is included.
The High School Financial Planning Program® (HSFPP) is a free, all-inclusive and straightforward personal finance curriculum, designed with teens, ages 13-19, in mind. The program can be used in classrooms or during one-on-one sessions.
The Mint.org provides tools for helping parents and educators teach children and teens to manage money wisely and to develop sound financial habits. (The Mint.org is endorsed by the American Library Association as a Great Web Site for Kids.)
Free Financial Coaching at Brooklyn Public Library
Take steps towards financial stability by meeting with a financial coach from the Financial Coaching Corps of The Community Service Society, free at the Business & Career Center at Central Library.
Make an appointment via Eventbrite at bklynlib.org/2ArMMFA