The Allied Professionals Committee creates connection between wealth management professionals in all areas, whether financial planner, banker, CPA, Enrolled Agent, insurance representative, attorney, or other professional. We present the skills necessary to collaborate in a team approach to serve mutual clients. The committee actively reaches out to allied professionals to educate them about the importance of financial planning and the role of CFP Professionals.

Would you like to:

  • Collaborate with attorneys, CPAs, Enrolled Agents, insurance professionals, and bankers
  • Suggest speakers or topic ideas for the annual Allied Professionals Summit
  • Be involved in hosting mixers and welcoming guests

Learn more by contacting the Allied Professionals Committee »

2549-B Eastbluff Drive #220, Newport Beach, CA 92660-3500 | 877-622-3729