Consumer Resources

Below are some tools we thought would be helpful to you, our consumers!

Whether you are looking for a planner, or tips for hiring a financial planner, we hope this information proves helpful to you...

Find A Planner
Planner Search Find a CFP® Licensee in your area with the FP Planner Search. Planner Search was developed to assist consumers seeking financial planning advice in finding a qualified, compatible CERTIFIED FINANCIAL PLANNER™ professional.

Let's Make a Plan The CFP(R) Board of Standards also supports a "find a planner" function, again developed and designed to assist consumers seeking financial planning advice in finding a qualified compatible CFP® professional.

CFP Certification Scholarships 

Kaplan Discount on CFP Testing Materials  

Articles Of Interest
Trying to locate a Financial Planner and aren't sure of the questions to ask?

Tips For Hiring A Financial Planner from the WSJ.

Choosing a CFP® Professional from the Financial Planning Association.

Web Sites

Consumer Federation of America An advocacy organization, working to advance pro-consumer policy on a variety of issues, and disseminating information on consumer issues to the public.

American Association of Retired Persons AARP's National Office Home Page

Consumer Credit Counseling Service of Los Angeles A non-profit organization, that helps consumers prevent and solve personal money management difficulties through education, confidential counseling and debt repayment plans. All services are free.

College Board Online A not-for-profit educational association that supports academic preparation and transition to college for students. Their activities include helping students prepare academically for and enter college, and assisting families secure financial aid information.

General Services Administration Federal Government agency which publishes the Consumer Information Catalog. Order free or inexpensive brochures on numerous topics of interest.

Building Wealth Federal Reserve of Dallas. A personal finance education resource that presents an overview of wealth-building strategies for consumers, community leaders, teachers and students. 

CalHOPE  The California Hope, Opportunity, Perseverance and Empowerment (HOPE) for Children Trust Account Program. The HOPE program will provide a trust account to an eligible child who lost their parents or guardian to cOVID-19 during the public health emergency, as well as children who have been in the foster system over 18 months. 

CalSAVERS California's retirement savings program for workers who do not have a way to save for retirement at work. 

CalABLE California Achieving a Better Life Experience Act. Tax-free treatment on earnings to pay for qualified disability-related expenses