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

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

Betty Ann Falkner

2016 02 11 cfsfc ba1
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Director
  • Organization
  • Center for Smart Financial Choices
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 6
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Military, Personal Finance Education, Relationship Issues Around Money, Transitions

Lilnette Phillips

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • SVP
  • Organization
  • SECU
  • Years of Experience
  • 21
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Housing, Personal Finance Education

Cindy Graham

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, 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, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Angel Roscoe

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Vice President/City Executive
  • 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, Housing, Insurance, Navigating Choices, Personal Finance Education, Retirement, Transitions

Robert Jones

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Addressing Income Related Events, Behavioral Issues, Business, Couples/Families, 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, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Joan Bolton

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Financial Services Officer I
  • Organization
  • SECU
  • Years of Experience
  • 20
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Natalie Garris

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU

Laurie Stevens

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, 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, Transitions

Jennifer Walker

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, Personal Finance Education, Retirement, Transitions

Stephen Pierce

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, Business, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Insurance, Navigating Choices, Personal Finance Education, Retirement

Susan Oakley

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU

Margaret Alphin

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Basic Money Management, Debt Management, Housing, Insurance

Larry Miller

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Financial Services Officer i
  • Organization
  • SECU
  • Years of Experience
  • 17
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing

JOHN DUBIS

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, Housing, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Vicki Smith

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Basic Money Management, Debt Management, Housing, Insurance, Retirement

David Gibson

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • VP
  • Organization
  • SECU
  • Years of Experience
  • 14
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Insurance, Retirement

Whitney McCarty

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • VP of Loan Servicing Systems
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Business, Credit, Debt Management, Housing, Insurance

William Lowry

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, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Personal Finance Education, Retirement, Transitions

JENNIFER DYCUS

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, 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

Roger Cook

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, Business, 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

Stephanie Rowsam

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU

Jason Jenkins

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU
  • Areas of Expertise
  • Credit, Housing

Laura Heriford

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr. Financial Services Officer
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 27
  • 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, Retirement, Transitions

Aaron Futral

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

Michelle Cox

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • FSO II
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 22

Kendra Herbert

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

Mary Millsaps

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Financial Services Officer I
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 12
  • 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, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Joshua Davis

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, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Navigating Choices, Personal Finance Education, Retirement, Transitions

Sue Pearsall

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Financial Services Officer I
  • Organization
  • SECU
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 25
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Retirement

Bryant Drake

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Services Officer
  • Organization
  • SECU
  • Years of Experience
  • 3
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Insurance, Personal Finance Education

Janeen Garner

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, Housing, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Adam Barbee

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • VP
  • Organization
  • SECU
  • Years of Experience
  • 12

Danielle Finner

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • SECU

William Faulk

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

Slayton Evans

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

Angelo Belardo

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr. FSO/ Team Leader
  • Organization
  • SECU
  • Years of Experience
  • 3
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Stephen Edmister

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, 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, Retirement, Transitions

Joshua Croom

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr. FSO I
  • Organization
  • State Employees Credit Union
  • Years of Experience
  • 12

Gayle Evezich

100 3574 2
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders
  • Areas of Work
  • Military, Practitioner
  • Years of Experience
  • 3
  • 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

Norell Wilcox

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Financial Services Officer
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 13
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement

Richie Patrick

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • VP/CE
  • Organization
  • SECU
  • Years of Experience
  • 11

Lee Mabry

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • State Employees Credit Union
  • Years of Experience
  • 27
  • 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, Navigating Choices, Personal Finance Education, Retirement, Transitions

Richard Kyser

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • FSO II
  • Organization
  • NC State Employees' Credit Union
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Insurance, Personal Finance Education

DeMarcus Bowden

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr Financial Services Officer II
  • Organization
  • State Employees' Credit Union
  • Years of Experience
  • 9

Adrian Ward

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Expertise
  • Debt Management

Christina Glen

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr. Financial Services Officer
  • Organization
  • State Employees Credit Union
  • 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, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Margaret Harding

300x300
 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, Housing, Insurance, Navigating Choices, Personal Finance Education, Transitions

Lynn Gainey

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Sr. Financial Services Officer
  • Organization
  • State Employees' Credit Union
  • Areas of Work
  • Other
  • Years of Experience
  • 4
  • 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, Relationship Issues Around Money, Retirement, Transitions

Jordan Davis

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Services Officer
  • Organization
  • NC 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, Housing, Insurance, Personal Finance Education