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

CAROL RICHARDS-BOYD

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Relief Services Assistant
  • Organization
  • NMCRS
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 20

Tracey Moore

My first headshot
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Reality Innovations
  • Areas of Work
  • Other
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Personal Finance Education

Nancy Prescott

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • School Liaison Officer
  • Organization
  • Air Force
  • Areas of Work
  • Government
  • Years of Experience
  • 23
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education

Terry Donahue

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC

Leslie Green-Pimentel

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Delta State University
  • Areas of Work
  • Academia
  • Years of Experience
  • 4

Luke Erickson erickson@uidaho.edu

Erickson luke
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • University of Idaho Extension
  • Years of Experience
  • 11

DAN SAVAGE

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Educator
  • Organization
  • Navy
  • Areas of Work
  • Military
  • Years of Experience
  • 14

Stacey Pennington

Pennington.stacey
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Education Services Facilitator/ Work and Life Consultant
  • Organization
  • United States Navy
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Military, Personal Finance Education

Stephen Stone

Photojan 2016
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Accredited Financial Specialist
  • Organization
  • Army Community Services, Financial Readiness
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 11
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Military, Personal Finance Education, Relationship Issues Around Money

Vivian Anaya

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Couselor
  • Areas of Work
  • Government, Military, Practitioner
  • Years of Experience
  • 8
  • 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, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Robin Sherrod

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Organization
  • Army
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Nancy VanBoskirk

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Consultant
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 6
  • Areas of Expertise
  • Personal Finance Education

Adrianna Gonzalez

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Academia
  • Areas of Expertise
  • Basic Money Management, Military, Personal Finance Education

Helen Saint helenmariesaint1982@gmail.com

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • SFL-TAP Contractor Installation Manager
  • Organization
  • Soldier for Life Transition Assistance Program (SFL-TAP)
  • Areas of Work
  • Military
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Insurance, Personal Finance Education, Retirement, Transitions

Lori Nolen

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Program Manager - Contracted Services
  • Organization
  • mpowered
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 2
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Personal Finance Education, Relationship Issues Around Money

Samantha Davis

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Default Technician
  • Organization
  • SECU

Miguel Hernandez

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Areas of Work
  • Military, Practitioner
  • Years of Experience
  • 16
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Family Business, 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, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Melissa Shore

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • VP/CE
  • Organization
  • SECU
  • Years of Experience
  • 14
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, 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

Jazmin Perez Garibaldi jgaribaldi@afsc.com

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • FINANCIAL COACH
  • Organization
  • ARMED FORCES SERVICES CORPORATION
  • Areas of Work
  • Government, Military, Non-Profit Organization
  • Years of Experience
  • 4
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Personal Finance Education, Relationship Issues Around Money

Steven McCarty

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU

Mindi Jackson

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • SR FSO
  • 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, Relationship Issues Around Money, Retirement, Transitions

Beth Rebholz

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Accredited Financial Counselor/Financial Educator
  • Organization
  • Fleet and Family Support Center
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 6
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Military, Personal Finance Education

Kristine Baldevia

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Inverness
  • Areas of Work
  • Military
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Retirement, Transitions

Robert Sargent

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Analyst
  • Organization
  • SECU
  • Areas of Work
  • Other
  • Years of Experience
  • 7
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Insurance, Personal Finance Education

Cassi Williams

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr. FSR
  • Organization
  • SECU
  • Years of Experience
  • 5

Heather Berthrong

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Vice President
  • Organization
  • SECU
  • Years of Experience
  • 20
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Retirement

Adam King

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr. FSO I
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 15
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Insurance, Personal Finance Education

Lacey Bradley

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • FSR11
  • Organization
  • SECU
  • Years of Experience
  • 4

Holly Laws

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr. FSO
  • Organization
  • SECU
  • Years of Experience
  • 6

Nikki Blue

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

Carli Cisna

Profile pic %282%29
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Bilingual Personal Finance Coach
  • Organization
  • mpowered
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 2
  • Areas of Expertise
  • Basic Money Management, Business, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education

Renard Jackson

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Workplace Options
  • Areas of Work
  • Military
  • Years of Experience
  • 1
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Credit, Debt Management, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement

Paul Rogers

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Lending QC Specialist
  • Organization
  • State Employees Credit Union
  • Years of Experience
  • 9
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Retirement

Tabitha Joyner

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior FSO
  • Organization
  • State Employees' Credit Union
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 8
  • 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, Personal Finance Education, Retirement, Transitions

William Wilson

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Services Officer
  • Organization
  • State Employees Credit Union
  • Areas of Work
  • Other
  • Years of Experience
  • 3

Raymond Weaver

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • VP/CO
  • Organization
  • SECU
  • Years of Experience
  • 18
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Insurance, Relationship Issues Around Money, Retirement

Sarah Ayler

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC

Jennie Shriner

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Certified Housing Counselor
  • Organization
  • Telamon Corporation
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 2
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Personal Finance Education, Transitions

Lisa Robinson

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Accredited Financial Counselor
  • Organization
  • AFSC
  • Areas of Work
  • Government, Military
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Retirement, Transitions

Isaac Suttles

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Services Officer
  • Organization
  • State Employees Credit Union
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 3
  • 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, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Seth Mull

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr. Financial Services Officer
  • Organization
  • State Employees Credit Union
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 3
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Personal Finance Education

Debra Metzler

Head shot inverness technologies
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • SFL-TAP
  • Areas of Work
  • Government, Military
  • 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, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Lindsey Powell

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Financial Services Representative
  • Organization
  • State Employees' Credit Union
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 4

Darren Holder

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • FINANCIAL SERVICES OFFICER II
  • Organization
  • STATE EMPLOYEES' CREDIT UNION
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 2
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Insurance, Navigating Choices, Personal Finance Education

Julie Habermann

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Other
  • Years of Experience
  • 22

Michael Schloss

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Life Insurance Underwriter
  • Organization
  • North Carolina State Employees' Credit Union
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 2

Adam Ward

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Services Officer I
  • Organization
  • State Employees' Credit Union
  • Areas of Work
  • Other
  • Years of Experience
  • 1
  • 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, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Carol O'Steen

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Services Officer III
  • Organization
  • State Employees Credit Union
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 4
  • Areas of Expertise
  • Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Personal Finance Education

Tyler Hong

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Insurance Administration and Comploiance Manager
  • Organization
  • State Employees Credit Union
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 5

Amber Creed

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 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • FSO II
  • Organization
  • State Employees' Credit Union
  • Areas of Work
  • Other
  • Years of Experience
  • 2