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

300x300
 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

Deborah deSouza

300x300
 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

Pamela Flemions

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Work and Family Life Specialist
  • Organization
  • Department of the Air Force
  • Areas of Work
  • Military
  • Years of Experience
  • 13
  • Areas of Expertise
  • Basic Money Management, Credit, Military, Personal Finance Education
  • Contact Information

Kathryn Greiner

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Director of Credit Education retired 2-17-17
  • Organization
  • University of Michigan Credit Union
  • Areas of Work
  • Other
  • Years of Experience
  • 41
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, 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, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Debora Jefferson

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Community Readiness Specialist (CRS)
  • Organization
  • Air Force
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 26
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Transitions
  • 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

300x300
 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

Collin Schriver

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Operations Manager
  • Organization
  • Armed Forces Services Corporation
  • Areas of Work
  • Other
  • Years of Experience
  • 25
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Military, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Antonietta Geronimo

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Community Readiness Consultant
  • Organization
  • Department of Defense
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 7
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Rita Lunsford

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Human Resources
  • Organization
  • NTC G1 FORSCOM
  • Areas of Work
  • Military
  • Years of Experience
  • 5
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Insurance, Military, Personal Finance Education, Transitions
  • Contact Information

Dawn Williams MSW

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Financial Issues Related to Aging or Caring for an Aging Adult, Relationship Issues Around Money, Transitions
  • Contact Information

Lisa Wright jlwright10@sbcglobal.net

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Director
  • Organization
  • Pine Tree Independent Schoool District
  • Areas of Work
  • Academia, Military, Non-Profit Organization
  • Years of Experience
  • 27
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • 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

Rachael Sosa

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Readiness Specialist
  • Organization
  • Army/ACS - Financial Readiness Program
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 10
  • 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
  • Contact Information

Brenda McCafferty

Brendamccafferty final
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr. Financial Literacy Trainer
  • Organization
  • ECMC
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 18
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Kate Mielitz

Win 20180817 15 44 18 pro
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Assistant Professor
  • Organization
  • Oklahoma State University
  • Areas of Work
  • Academia, Other
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Personal Finance Education
  • 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

Dana Carlyle

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Finance Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Academia, Military
  • Years of Experience
  • 7
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Harvey Cohan

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military, Practitioner, Other
  • Years of Experience
  • 35
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Family Business, Insurance, Military, Personal Finance Education, Retirement
  • Contact Information

Scott Brown

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Army
  • Areas of Work
  • Military
  • Years of Experience
  • 7
  • Areas of Expertise
  • 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

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

Lori Rupert

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Academic Programs Coordinator
  • Areas of Work
  • Academia
  • Years of Experience
  • 4
  • Areas of Expertise
  • Addressing Income Related Events, 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

Andia Dinesen

Andia small
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • VP Communication and Operations
  • Organization
  • Association of Military Banks of America
  • Areas of Work
  • Military, Non-Profit Organization
  • Years of Experience
  • 7
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Dana O'Shea

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Tax Preparer
  • Organization
  • H&R Block
  • Areas of Work
  • Other
  • Years of Experience
  • 6
  • Areas of Expertise
  • Basic Money Management, Military
  • Contact Information

Ashley Kampfe

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Insurance, Military, Personal Finance Education, Retirement, 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

Jennifer Wake

Mom close
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Other
  • Areas of Expertise
  • Credit, Debt Management, Military
  • Contact Information

Mia Russell

004
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Educator, Financial Capability
  • Organization
  • Wells Fargo
  • Areas of Work
  • Academia, Other
  • Years of Experience
  • 18
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management
  • 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

Pamela George

Pamela 2 %282%29
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFCC
  • Job Title
  • Credit Counsellor
  • Areas of Work
  • Non-Profit Organization, Other
  • Areas of Expertise
  • 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, Personal Finance Education, Relationship Issues Around Money, Retirement
  • Contact Information

Ralph Lassa

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Loan Officer
  • Organization
  • PremierBank
  • Areas of Work
  • Military, Other
  • Years of Experience
  • 18
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Housing, Military, Personal Finance Education
  • 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

Annette Carter

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Military
  • Years of Experience
  • 1
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military, Personal Finance Education
  • 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

Susan Clarke

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal financial Mgt Program Mgr
  • Organization
  • USMC MCCS
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 30
  • Areas of Expertise
  • Basic Money Management, Business, Couples/Families, Credit, Debt Management, Family Business, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Steve Stout

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Veterans Plus
  • Areas of Work
  • Military, Non-Profit Organization
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Credit, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Military, Personal Finance Education
  • Contact Information

Alicia Suggs

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 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Planning Counselor
  • Organization
  • Serco, Inc
  • Areas of Work
  • Military
  • Years of Experience
  • 1
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, 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

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

Elizabeth Coogan

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • Senior Advisor
  • Organization
  • U.S. Department of Education
  • Areas of Work
  • Academia, Government
  • Years of Experience
  • 20
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Personal Finance Education
  • Contact Information

Julie Duszak

Jld
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Doorways for Women & Families
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Housing, Navigating Choices, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Kirsten Figaro

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • PMO
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, 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

Img 4770
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Planning Counselor
  • Organization
  • Inverness Technologies
  • Areas of Work
  • Military
  • Years of Experience
  • 2
  • 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

Juanita Warren

Bio pic
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Academia, Government, Military, Non-Profit Organization
  • Years of Experience
  • 9
  • Areas of Expertise
  • 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, Transitions
  • Contact Information

Hillary Clarke

Fullsizerender
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Finance Manager
  • Organization
  • AFSC CTR-FFSC-NAVY
  • Areas of Work
  • Government, Other
  • Years of Experience
  • 4
  • 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, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information