CFP Board @CFPBoard
CFP® - The Recognized Standard of Excellence in Personal Financial Planning #CFPpro cfp.net Washington, D.C. Joined October 2008-
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This week, CFP Board welcomed students from @VCU’s newly approved Registered Program. We enjoyed hearing about their financial planning journeys and career goals. #FutureCFPpro
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Many online voices claim traditional retirement accounts are outdated, often to sell alternatives. This #401kDay, CFP® professionals can set the record straight with facts clients can trust.
Pro bono financial planning lifts communities and strengthens the profession. On #InternationalDayofCharity, hear how CFP® professionals like Elizabeth Boatwright, CFP®, Taylor Kovar, CFP® and Autumn Knutson, CFP® make it a priority. #ProBono
Thinking about a career change? Join the CFP® Pro Career Studio, Sept. 9-11, to hear stories from women CFP® professionals who transitioned from other fields to financial planning. Learn, ask questions and explore a new path. All are welcome. events.zoom.us/ev/AprT4QkcVrC…
According to new research in #FinancialPlanningReview, many young adults are underallocated to equities in their retirement portfolios. Learn why and how planners can help: onlinelibrary.wiley.com/doi/10.1002/cf… @Stephen_Horan
Nervous about exam day? Join CFP Board’s Examinations team this Friday, Sept. 5 at 1 p.m. ET for tips on preparing, the check-in process and what happens after. Register today: cfp.net/events/2025/09…
New data from CFP Board shows CFP® professionals earn 13% more than other financial planners and report high career satisfaction. Read the “CFP Board 2025 Compensation Study” here: cfp.net/news/2025/09/c…
The 2025 CFP Board Connections Conference is Oct. 6-8 in Chicago. Hear keynote Rachel Seidman of the Smithsonian American Women’s History Museum, and earn up to 15 CE credits while connecting with peers. Register: cfpboard.cventevents.com/event/49d327b7… #CFPConnections25
Social media financial advice can be full of buzzwords, fear tactics and hype. CFP Board Ambassador Bridget Grimes, CFP® walks through why CFP® professionals are uniquely positioned to provide trustworthy guidance to young clients. Watch now! #CFPPro #FinancialLiteracy #GenZ
Wishing you a safe and enjoyable Labor Day! Today we celebrate the hard work and dedication that keep our country moving forward. Whether you’re relaxing at home or enjoying the last days of summer, have a fantastic day. #LaborDay
Your pro bono work matters. Reporting your hours highlights how CFP® professionals support financial well-being in their communities. Report now: login.cfp.net/eWeb/DynamicPa…
Get inspired by CFP® professionals redefining financial planning. Join CFP Board Connections Conference 2025, Oct. 6-8 in Chicago. Don’t miss CFP® Pro Talks, Oct. 6 at 11:30 a.m. Register today → cfpboard.cventevents.com/event/49d327b7… #CFPpro #CFPConnections25
Thinking about a career change? Join our CFP® Pro Career Studio Sept. 9-11 to hear how women #CFPpros turned their passions into a financial planning career. Live Q&A, mock client scenarios and more! All are welcome. Register here: events.zoom.us/ev/AprT4QkcVrC… #FinancialPlanning…
Faster than a viral crypto scam. Stronger than misleading tips. Super Sara, CFP® shows how CFP® professionals can use our guide to tackle misinformation online. Download now: cfp.net/ethics/complia…
November 2025 CFP® exam registration is open! Save $200 by the early deadline of Sept. 8. Start prepping your study plan today: cfp.net/get-certified/… #CFPExam #FinancialPlanning #CFPPros
Women represent 24% of CFP® professionals. On #WomensEqualityDay, CFP Board celebrates progress and supports growth through its Accelerate & WIN initiative with research, mentorship, leadership programs and partnerships. Learn more: cfp.net/about-cfp-boar… #CFPproWomen
Bad advice can be costly. More than half of Americans regret financial decisions influenced by misleading online guidance, according to CFP Board’s survey. @GOBankingRates breaks down common money myths to avoid: gobankingrates.com/money/wealth/t…
The Fall 2025 Education Scholarship window is open! 🎓 58 awards totaling more than $340,000 across 13 programs are available to help you complete CFP® certification education requirements. Apply by September 29 → cfp.net/candidate-tool…
Mentorship can make a difference on your path to CFP® certification. Join our Aug. 29 webinar, Making the Most of the Mentor Program, to learn how #CFPpros can help guide you through the process. Register today: cfp.net/events/2025/08…
Stay informed on CFP Board activities, policies and initiatives. Subscribe to the CFP Board Report monthly newsletter and never miss an update: cfp.net/for-cfp-pros/s…
MichaelKitces @MichaelKitces
93K Followers 462 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Jeff Levine, CPA/PFS,... @CPAPlanner
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Samantha Russell 👩... @SamanthaTwenty
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Christine Benz @christine_benz
36K Followers 984 Following Director of personal finance and retirement planning for Morningstar. Author of the bestselling book "How to Retire." https://t.co/keI2Q2bpla
Jamie Hopkins @RetirementRisks
13K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Travis Gatzemeier, CF... @T_Gatzemeier
8K Followers 775 Following Outdoorsman | Biz owner | I help entrepreneurs and stock-compensated professionals create financial independence
Jess Bost, CFP® @lady__bost
9K Followers 4K Following We cannot all do great things, but we can all do small things with great love. -Mother Teresa
Brendan Frazier @jbrendanfrazier
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Max Schatzow @AdviserCounsel
7K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.
Bill Winterberg, CFP�... @BillWinterberg
23K Followers 10K Following You can find me over on LinkedIn and also on the 🦋 site
PENNY PHILLIPS @ThrivosLLC
7K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
Financial Planning @finplan
80K Followers 1K Following News, analysis, insights and data for financial advisors
Larry Sprung, CFP® @Lawrence_Sprung
6K Followers 5K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰 Founder & Wealth Advisor @MitlinFinancial 📝 @ForbesAdvisor Board ❤️ @denisesprung 🏒 Dad
Colton Etherton, CFP�... @slices_design
2K Followers 1K Following Framer Pro Expert designing unique websites for financial advisors that help you: Stand out. Tell your story. And grow your business.
Jude Boudreaux CFP® @HJudeBoudreaux
8K Followers 3K Following Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins
Carolyn McClanahan @CarolynMcC
17K Followers 3K Following Financial planner, physician, problem solver. Discuss money/health/death/aging/health reform. Sometimes funny. Unbridled. Grateful. @CNBC @Investopedia @Forbes
Daniel Yerger, Ph.D.,... @DrDanielYerger
2K Followers 54 Following Owner of MYWP, teach retirement at UC Boulder, Chair of the NAPFA West Region Board. If you can't help but take things personally, don't @ me.
Valerie Rivera, CFP®... @1GenWealth
3K Followers 2K Following CEO @ FirstGen Wealth. Financial guide for #firstgen wealth builders. Tweets about💰thru first gen lens, social justice 💪🏽, the Chi 🌃 & my big, Latino fam.
Sheryl Hickerson 🙋... @BionicSocialite
9K Followers 5K Following CEO & Founder of @FemalesNFinance - a 5000+ #FinServ Network | Wife to Darrell | Mom to 5 | Grandma to 14 | I love Miss Mable the Aussiedoodle 💕
Jason Zweig @jasonzweigwsj
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黄昏W-b @8pIcafUJVk8172
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ML_Stocks🇺🇸 @Leaata7314
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Marques Young @MarquesYoungVFL
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Zachary Timko @timkoz21
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Leonard Mikulič @leonard_leadgen
41 Followers 420 Following Helped 160+ Financial Professionals in 15 Countries Book Clients Online on Autopilot | Clients from Morgan Stanley, Edward Jones, Primerica, Prudential & more
DeSerT_PunK @DeSerT_PunKcs
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Hockeygod @hockeygod0010
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JP @jakenpuck
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Rik Eosencrans @errosen95
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Herzvoll @1Lx392pW8jRwW3
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William Allan, Inc. @williamallaninc
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James Norris Eppes @norriseppes
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Clive @Clive53891443
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PiscoMed_Publishing @PiscoMed_Pub
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Surat Diamond Bourse @SuratDiaBourse
403 Followers 2K Following #Surat #Diamond #Jewelry #Jewellery #Jewellers ➤ Surat Diamond Bourse #SuratDiamondBourse
Ketan Mehta @ketancmehta
67 Followers 470 Following Empowering sustainable growth, Yoga practitioner, Traveller, Husband and Dad, ASL, Product Management and Marketing (B2C and B2B). Tweets r mine
PEDI 911 RN @911Pedi
2K Followers 6K Following Pediatric RN by day, dog whisperer by night. 🌟 Lover of the great outdoors and kayaking adventures. 🐾🚣♀️ Always seeking sunshine and wagging tails! 🌞🐶
Unchain Offshore @unchn_offshore
131 Followers 247 Following Exploring offshore strategies, global residencies & flag theory 🌍 | For entrepreneurs, digital nomads and investors who value freedom, privacy & opportunity
Mark Hackett @Markhackettcfa
269 Followers 1K Following Charts and market concepts that I find interesting. Chartered Financial Analyst and Chartered Market Technician. Views are my own, not investment advice.
Mark E. Gaffney @MEG_Marketing_
9 Followers 54 Following Book a Free 15 Minute Consultation Now: https://t.co/sgnllAQyPI
Brooke @rawstocksbrooke
26 Followers 21 Following Finance Professional by day 🏦 Carpal-tunnel-certified charter 📈 Not Advice 🚫 Join our Trading Discord using the link below. ✨personal acct: @ohdahhhling
Steven Fox @advice_only_fin
1 Followers 36 Following
MichaelKitces @MichaelKitces
93K Followers 462 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Jeff Levine, CPA/PFS,... @CPAPlanner
32K Followers 589 Following Chief Planning Officer, Focus Partners | Prof of Practice in Tax, The American College | Lead Fin Plan Nerd, https://t.co/PQnTgtrk2b | Dad x3 + husband | Opinions are my own
Carl Richards @behaviorgap
55K Followers 680 Following Pay attention to money and your relationship with it will change.
Christine Benz @christine_benz
36K Followers 984 Following Director of personal finance and retirement planning for Morningstar. Author of the bestselling book "How to Retire." https://t.co/keI2Q2bpla
Bill Winterberg, CFP�... @BillWinterberg
23K Followers 10K Following You can find me over on LinkedIn and also on the 🦋 site
Jeremy Walter @jeremywalter
5K Followers 356 Following Family guy and financial advisor exploring the intersection of money and values. Curious about Enough. Most tweets are self reminders. Simul justus et peccator.
Financial Planning @finplan
80K Followers 1K Following News, analysis, insights and data for financial advisors
Jude Boudreaux CFP® @HJudeBoudreaux
8K Followers 3K Following Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins
Carolyn McClanahan @CarolynMcC
17K Followers 3K Following Financial planner, physician, problem solver. Discuss money/health/death/aging/health reform. Sometimes funny. Unbridled. Grateful. @CNBC @Investopedia @Forbes
Jason Zweig @jasonzweigwsj
237K Followers 2K Following Investing columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*
Hannah Moore, CFP® @thehannahjmoore
4K Followers 774 Following 🧮 Number loving creative 💝 Financial Planning Evangelist 🚀 Changing the way people think and talk about money
WealthManagement.com @wealth_mgmt
59K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Tina Powell @tinacpowell
5K Followers 4K Following Mom, Marketer, TEDx Speaker, Chief of Community @intention_ly 🎙️ Host, In The Suite 🫁 Courageously thriving with Stage 4 #LungCancer #EGFR
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
justincastelli @jus10castelli
11K Followers 4K Following helping you master the art of living your authentic life. founder Santiago & @lifesprst, co-founder @theadvisorgc, tweets NOT advice
ThinkAdvisor @ThinkAdvisor
43K Followers 1K Following Providing financial advisors with the insights, trends and tools they need to lead clients — and the industry — forward.
Kyle Moore @KyleSMoore
2K Followers 481 Following CFP® | Founder of Quarry Hill Advisors | Here to synthesize what I'm learning about business, investing, and personal financial planning
Rachael Camp, CFP® @camp_wealth
28K Followers 288 Following Expert financial planning for early retirees. | Owner of Camp Wealth | Tweets ≠ advice
Craig Lemoine, PhD, C... @HigherEdCraig
1K Followers 760 Following Director of the Personal Financial Planning Program @ The University of Illinois. Editor - Journal of Personal Finance.
Dr. Brad Klontz @DrBradKlontz
7K Followers 909 Following Financial Psychologist | 150M+ Video Views | Professor | CFP® | National Bestselling Author of 👇 START THINKING RICH
Heather Long @byHeatherLong
80K Followers 3K Following Chief economist @NavyFederal | Columnist @washingtonpost | Data aficionado | Views my own | Email: [email protected]
Victoria Guida @vtg2
25K Followers 2K Following Economics correspondent and columnist for @politico. Retweet ≠ endorse. Email: [email protected] Signal: vguida.28
Shelby Fishman @shelbyfishman_
174 Followers 381 Following Deputy Editor @DowJones @MarketWatch | @SMU Alum | Atlanta-Dallas-NYC | Views are my own
Grace S. Yung, CFP® @GraceYung1111
669 Followers 357 Following CEO & Founder | Wealth Advisor, Midtown Financial Group LLC, Securities offered through LPL Financial, Member SIPC https://t.co/RPHo9ksYRZ
Barron's Advisor @barronsadvisor
4K Followers 283 Following World-class financial journalism and original advisor content, from Barron's. Follow @barronsonline for our main news feed.
John Reed Stark @JohnReedStark
31K Followers 302 Following President, John Reed Stark Consulting LLC | Senior Lecturing Fellow, Duke University School of Law | Former Chief, SEC Office of Internet Enforcement
Matthew B. Boersen, C... @mboersen
210 Followers 515 Following I am the Managing Partner of Straight Path Wealth Management.
Dr. Preston D. Cherry... @DrPrestonCherry
2K Followers 2K Following Aligning life & wealth for high-earning Gen X. Flat-Fee Advice @ConcurWealth | Equity • Tax • Retirement | Top 10 Investopedia & Council | Tweets ≠ Advice
K. Dane Snowden @kdanesnowden
222 Followers 679 Following Husband, dad and midwesterner. I love all things red, white and blue! Live and work in DC but a proud Hoosier in my heart, always. #midwestnice
Malik Lee, CFP®, CAP... @feltonandpeel
156 Followers 88 Following Principal of Felton & Peel Wealth Management | Asset Management | Financial Planning | Retirement Income Planning
Stephen Horan, Ph.D.,... @Stephen_Horan
4K Followers 289 Following Director, Master of Science in Finance and Investment Management, University of North Carolina at Wilmington Executive Director, Financial Planning Review
Cinneah of Flynanced @flynanced
38K Followers 332 Following (I won't DM you first, views are my own) "sin-ee-ah" • Product Manager • [email protected] • START HERE ↓
Investopedia @Investopedia
202K Followers 494 Following Financial news & analysis + free trading simulator. Get smart. Stay smart. Grow your money. We'll show you how. The Investopedia Express LIVE Mondays @ 10am ET
Holly Deaton @HollyLDeaton
627 Followers 600 Following Reporter @iimag's @RIAIntel | DMs are open | Tips and quips: [email protected]
Sam Bojarski @sambojarski
605 Followers 1K Following Musician, runner, outdoors-lover. Reporter for @citywire. Past: @report4america, @triblive +more. Displaced #Pittsburgh yinzer. Views are my own.
John C Manganaro @manganaro_news
150 Followers 35 Following
Ben Mattlin @benmattlin
2K Followers 2K Following Writer, Editor ... UNBOUND: NOTES FROM A RELUCTANT DISABILITY ACTIVIST is available for preorder now https://t.co/hP5mCRiIHt (he/him/late-for-dinner)
Wiley Finance @wiley_finance
6K Followers 1K Following We publish finance research and books. We’ll help you build your career, get published and connect you with the latest articles.
Tobias Salinger @TobySalFP
3K Followers 5K Following Wealth management journalist for @finplan writing about brokerages, RIAs, racial equity, regulation and compliance. He/him. [email protected]
Victoria Zhuang @vazhuang
539 Followers 590 Following Business journalist. Words in @ThinkAdvisor, @FinPlan, @AmerBanker, @BostonGlobe. M.S. @columbiajourn '22, @aaja, @djnf, @SABEW she/her. RT’s not endorsement.
FA Magazine @FAMagazine
338 Followers 103 Following Financial Advisor provides readers with sophisticated planning and investment strategies to help them better manage their affluent clients. https://t.co/1DqoX6FRQq
Tracey Longo @TraceyFAMag
738 Followers 2K Following Washington Editor, Financial Advisor Magazine https://t.co/PNfIyPW8o8. Free speech absolutist.
Rethinking65 @rethinking65
361 Followers 540 Following For financial advisors and others helping clients age 50-plus. We explore retirement, money, longevity, work and homes, and want to change thinking on aging.
Citywire RIA @CitywireRIA
4K Followers 2K Following Breaking news, analysis & insights for RIAs in the U.S.
Rebecca Chen @RebeccaChenP
278 Followers 136 Following 👩🏻💻Reporter @BloombergTax l via @yahoofinance l 📊CPA I 🧮Former @EY l 🐑 I have a feisty bichon | Opinions are mine. RT ≠endorsements.
Earn Your Leisure @EarnYourLeisure
106K Followers 11 Following Business & Important Things. Click The Link for All Info
Psychology of Financi... @PsychOfFinPlan
82 Followers 219 Following Equipping financial professionals with knowledge and tools to better understand, engage, and serve a broader range of clients.
Sarah O'Brien @sarahtgobrien
3K Followers 1K Following Lover of hip hop, my piano, Doritos and motherhood. Incapable of committing to a favorite color.
Anthony Catanach Jr. @GOAcatanach
446 Followers 30 Following Professor in the School of Business at Villanova University, Cary M. Maguire Fellow at The American College Center for Ethics in Financial Services
James N Katsaounis @kats437
31 Followers 103 Following
RIAIntel @RIAIntel
2K Followers 68 Following Authoritative news and analysis for private wealth managers. Sibling to @iimag.
Real Simple @RealSimple
1.2M Followers 1K Following Creative, practical & inspiring solutions and product recommendations that make life easier. We may earn a commission if you click on our links.
U.S. News Money @USNewsMoney
33K Followers 958 Following Find a job, keep it, and learn to save your paycheck with career and personal finance advice from U.S. News.
Envestnet @Envestnet_
4K Followers 621 Following A Better Way to Manage Wealth. Privacy statement: https://t.co/ylAAZ7QoTx. Social media disclosure: https://t.co/79xJvwWlye.
Cal Lutheran @CalLutheran
6K Followers 363 Following Official Twitter account of California Lutheran University. Where open-minded students grow as individuals, pursue their passions and discover their purpose.
Invest in Others @investinothers
3K Followers 645 Following By empowering Financial Advisors to leverage their knowledge, skills, resources, and networks, we aim to foster meaningful change and build a better world.
Ellen Chang 張 心 �... @EllenYChang
12K Followers 13K Following Freelance journalist writing about stocks, personal finance, banking, tech and energy. Formerly at @TheStreet. Proud Purdue grad and lover of rescue animals.
Ashlyn Ingalsbe @AshlynIngalsbe
8 Followers 71 Following iced coffee connoisseur. animal lover. workout junkie. self-proclaimed foodie. DC sports enthusiast. #BeTheChange
Shashin Shah @shashinshah
16 Followers 35 Following
Pat Donachie @PatDonachie
414 Followers 1K Following Staff writer @wealth_mgmt. Formerly @EdDiveK12, @TimesLedger, @CityLimitsNews. @newmarkjschool alum. Permanently fledgling musician.
Michael Thrasher @Mike_Thrasher
3K Followers 5K Following Founder & Editor @ModusNewsletter, weekly independent journalism for family-office professionals. Prev @iimag. Send tips & quips: [email protected]
Eleanor Laise @EleanorLaise
2K Followers 1K Following Health care and personal finance journalist. Ex-MarketWatch, WSJ, Kiplinger
JFCP @JFCPfinance
301 Followers 779 Following Journal of Financial Counseling and Planning. Publishing peer-reviewed research articles for financial counseling, planning and education.
年越しそば @thisfools2
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