Welcome to the AFCPE® certified professional search! Our goal is to connect you with a financial professional who has both the education and experience to help with your unique financial situation.

There are several ways to use the AFCPE professional search.

  1. Search by State
  2. Search by State & Area of Expertise
  3. If you are looking for virtual counseling, search by Area of Expertise only. Professionals indicate in their profile whether they provide virtual counseling.

If you have questions or need additional assistance, please email certification@afcpe.org.

Find a Certified Professional

Jo Ann Linck

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 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • The Money Team
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 20
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Personal Finance Education
  • Contact Information

David Leuenberger

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 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Vice President Operations
  • Organization
  • PSE Credit Union, Inc.
  • Areas of Work
  • Other
  • Years of Experience
  • 24
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Sue Emberton

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, CHC
  • Organization
  • n/a
  • Areas of Work
  • Other
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Navigating Choices, Relationship Issues Around Money
  • Contact Information

Deborah deSouza

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 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Finance Specialist
  • Organization
  • Navy Federal C U
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 20
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Personal Finance Education
  • Contact Information

Lyssa Thaden

Lthaden headshot
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Managing Director, Center for Education and Financial Capability
  • Organization
  • AccessLex Institute
  • Areas of Work
  • Academia, Non-Profit Organization
  • Years of Experience
  • 20
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Brenda Vaughn

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 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • K-12 Outreach Represenative
  • Organization
  • Georgia Student Finance Commission
  • Areas of Work
  • Non-Profit Organization
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Personal Finance Education
  • Contact Information

Carol Anne Robinette

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Zeiders
  • Areas of Work
  • Government
  • Years of Experience
  • 5
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military, Personal Finance Education, Retirement
  • Contact Information

Ruthanne Madsen

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Vice President
  • Organization
  • Emerson College
  • Areas of Work
  • Academia, Non-Profit Organization
  • Years of Experience
  • 23
  • Contact Information

Rebecca Denton

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • PFC
  • Organization
  • Zeiders
  • Areas of Work
  • Military
  • Years of Experience
  • 7
  • Areas of Expertise
  • Basic Money Management, Debt Management, Military, Personal Finance Education
  • Contact Information

Harold Atchison

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Centralized Disclosure Manager
  • Organization
  • DHI Mortgage
  • Areas of Work
  • Other
  • Years of Experience
  • 21
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Military, Personal Finance Education, Retirement
  • Contact Information

Dylan Ross CFP

Dylan ross img afcpe
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coach
  • Organization
  • Dylan L. Ross, CFP, AFC
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 17
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Sandra Boenig

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders
  • Areas of Work
  • Military, Non-Profit Organization
  • Years of Experience
  • 3
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Alina Newburn

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 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Colette Geiss

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Military
  • Years of Experience
  • 8
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Tracy Kitting

Tracy profile c
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Accountant
  • Organization
  • Applications Engineering Group
  • Areas of Work
  • Military, Non-Profit Organization
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Family Business, Military, Personal Finance Education
  • Contact Information

Lucie Pak

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Teacher
  • Organization
  • Seoul American Elementary School
  • Areas of Work
  • Academia, Government, Military, Non-Profit Organization
  • Years of Experience
  • 6
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Credit, Debt Management, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Yolanda Jackson

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 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, CHC
  • Job Title
  • Revenue Officer
  • Organization
  • Internal Revenue Service
  • Areas of Work
  • Government, Non-Profit Organization
  • Years of Experience
  • 9
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Housing, Military, Personal Finance Education, Relationship Issues Around Money, Retirement
  • Contact Information

Kathleen Spain

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 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • CHC, AFC
  • Areas of Work
  • Government, Other
  • Years of Experience
  • 20
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Joani Colon joani_colon@hotmail.com

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Military
  • Areas of Expertise
  • Basic Money Management, Business, Couples/Families, Credit, Debt Management, Family Business, Military, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Sandra Vergara

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Years of Experience
  • 1
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Kristine Boelte, CFP®, AFC®

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Managing Member
  • Organization
  • Kristine A. Boelte& Associates, LLC
  • Years of Experience
  • 15
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Family Business, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Deirdre Moore

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Director of Financial Aid
  • Organization
  • Western Michigan University Homer Stryker MD School of Medicine
  • Areas of Work
  • Academia
  • Years of Experience
  • 28
  • Areas of Expertise
  • Basic Money Management, Debt Management, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Andre Milteer M.A., AFC®

Image
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Enterprises, Inc.
  • Areas of Work
  • Government, Military, Practitioner
  • Years of Experience
  • 15
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Credit, Debt Management, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Larry Neuhart, AFC, LUTCF

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • OWNER
  • Organization
  • NEUHART FINANCIAL FITNESS & PROPERTIES, INC formerly Neuhart Insurance & Investments, Inc.
  • Areas of Work
  • Military, Practitioner
  • Years of Experience
  • 29
  • Areas of Expertise
  • Basic Money Management, Credit, Financial Issues Related to Aging or Caring for an Aging Adult, Insurance, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Elizabeth Haines

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Community Readiness Consultant
  • Organization
  • USAF
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 2
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Phillip Johnston

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military, Other
  • Years of Experience
  • 25
  • Areas of Expertise
  • Basic Money Management, Credit, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement
  • Contact Information

Annette Taboada-Ingle Pingse@aol.com

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Chair of Volunteers/ Caseworker
  • Organization
  • Navy Marine Corp Relief Society
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 4
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Gretchen Bentler

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Readiness Program Manager
  • Organization
  • Army Community Service
  • Areas of Work
  • Government
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Military, Transitions
  • Contact Information

Vincenza Vicari-Bentley

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 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Planning Counselor
  • Organization
  • Inverness Technologies
  • Areas of Work
  • Military
  • Years of Experience
  • 1
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Insurance, Military, Navigating Choices, Personal Finance Education, Retirement, Transitions
  • Contact Information

Shari Evans shari432@aol.com

Shari evans web
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Rita Green Ed.D.

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • The University of Memphis

Mari Fries

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Tax Advisor
  • Organization
  • HRBlock
  • Areas of Work
  • Military, Non-Profit Organization, Other
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Military, Personal Finance Education, Transitions

Stephen Wall-Smith

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Learning Specialist
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military
  • Years of Experience
  • 5
  • Areas of Expertise
  • Basic Money Management, Debt Management, Insurance, Military, Personal Finance Education

Meggan Orenstein meggan_orenstein@hotmail.com

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Extension Agent
  • Organization
  • Virginia Cooperative Extension
  • Areas of Work
  • Military, Non-Profit Organization
  • Years of Experience
  • 2
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Retirement, Transitions

Jose Sanchez

Img 2961
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Manager
  • Organization
  • FFSC Mayport
  • Areas of Work
  • Military
  • Years of Experience
  • 2
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Melissa Terry

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Investment Specialist Trainee
  • Organization
  • SECU
  • Years of Experience
  • 3
  • Areas of Expertise
  • Credit, Debt Management, Retirement

Rickey Youngblood

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Insurance, Navigating Choices, Retirement, Transitions

Marleena Norris

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Years of Experience
  • 2

Gregory Owens

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Laurel Ullman

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Personal Finance Education

Courtney Frye

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • FSO III
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 9
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Personal Finance Education, Retirement

Marion Bloxom

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Financial Services Officer
  • Organization
  • SECU
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement

Leslie Gillette

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Insurance, Navigating Choices, Personal Finance Education, Transitions

Lucy Underwood

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Financial Services Officer
  • Organization
  • SECU
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education

Krista Kretzschmar

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions

Erin Davidson

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Kathy York

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Services Officer
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 23
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Personal Finance Education, Retirement

Matthew Spence

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr. Financial Services Officer
  • Organization
  • SECU
  • Years of Experience
  • 9
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Robert Betka

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Navigating Choices, Relationship Issues Around Money, Retirement, Transitions

Trameka Peterson

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Insurance, Navigating Choices