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

Jeffrey Tomaneng CFP®

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Planner
  • Organization
  • Lincoln Investment
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 22
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Family Business, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Kathleen Vaillancourt

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Readiness Manager
  • Organization
  • US Air Force
  • Areas of Work
  • Military
  • Years of Experience
  • 15
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

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

Jacqueline Cooper

Jackie navy jacket cropped
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • CHC, AFC
  • Job Title
  • Homeownership and Financial Education Instructor and Counselor
  • Organization
  • Financial Education Associates
  • Areas of Work
  • Government, Practitioner
  • Years of Experience
  • 21
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Credit, Debt Management, Housing, Personal Finance Education, Transitions
  • Contact Information

Brett Connolly Esq. LL.M ChFC CLU AFC

300x300
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Attorney
  • Organization
  • Law Office of Brett J. Connolly
  • Areas of Work
  • Military, Practitioner
  • Years of Experience
  • 15
  • Areas of Expertise
  • Couples/Families, 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, Retirement
  • Contact Information

Marie OConnell

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • America Student Assistance
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 12

Kimberly Rand

Kzr linkedin 250x250
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • CHC, AFC, FFC
  • Job Title
  • Principal
  • Organization
  • Dragonfly Financial Solutions
  • Areas of Work
  • Practitioner, Non-Profit Organization
  • Years of Experience
  • 21
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education
  • Contact Information

Joseph Chesloski

Photo
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Finance Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military
  • 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
  • Contact Information

Jonathan Sparling, MBA, AFC

Head shot 1  2016
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Engagement Consultant, Professional Services
  • Organization
  • American Student Assistance
  • 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
  • Contact Information

Beth Lundberg, MBA, AFC

2017 09 21 10 59 38 the cranky yankee
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • The Yankee Saver
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 6
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement
  • Contact Information

Gina Lucente-Cole

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Education Consultant
  • Organization
  • American Student Assistance
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 20
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Credit, Debt Management, Navigating Choices, Personal Finance Education

Kristin Wallace

Klw head shot
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor and Bookkeeping Trainer
  • Organization
  • Self-Employed
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Business, Personal Finance Education
  • Contact Information

Christina Daly

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Director, Retention and Student Success
  • Organization
  • Emerson College
  • Areas of Work
  • Academia
  • Years of Experience
  • 20
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Navigating Choices, Personal Finance Education

Jim Graham

300x300
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Career/Financial Coach
  • Organization
  • Quincy Community Action Programs
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 1
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Personal Finance Education
  • Contact Information

Ana Silva Dr.

Ana c silva
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Director, Financial Capability Center. Associate Professor of Finance.
  • Organization
  • Merrimack College
  • Areas of Work
  • Academia, Practitioner
  • Years of Experience
  • 20
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Business, Credit, Debt Management, Navigating Choices, Personal Finance Education
  • Contact Information

Jennifer Schott

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Director, Educational Services
  • Organization
  • AccessLex Institute
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 19
  • Areas of Expertise
  • Basic Money Management, Credit, Personal Finance Education

Carol Smolinsky carol_smolinsky@emerson.edu

Img 8980
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Associate Director of Enrollment Services and Support
  • Organization
  • Emerson College
  • Areas of Work
  • Academia, Non-Profit Organization
  • Years of Experience
  • 1
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Credit, Debt Management, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions

Viviana Ramos

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Program Manager & Financial Coaching Associate
  • Organization
  • Compass Working Capital
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 4
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Navigating Choices, Personal Finance Education, Retirement
  • Contact Information

Lucia Reed

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Services and Program Manager
  • Organization
  • Compass Working Capital
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Navigating Choices, Personal Finance Education, Retirement

Carlos Langa

Carlosfinal
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Program Manager
  • Organization
  • Compass Working Capital
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Personal Finance Education, Relationship Issues Around Money, Retirement

Karen Pipkin

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Inverness Technologies, Inc.
  • Areas of Work
  • Military
  • Years of Experience
  • 1
  • Areas of Expertise
  • Military

Stephanie Nguyen

Img 01
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coaching Associate
  • Organization
  • Compass Working Capital
  • Areas of Work
  • Practitioner, Non-Profit Organization
  • Years of Experience
  • 1
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement

Jessica Duda

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coach
  • Organization
  • Compass Working Capital
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 2
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Insurance, Personal Finance Education, Retirement

Migdalia Gomez

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Education Services Specialist
  • Organization
  • Harvard University Employees Credit Union
  • Areas of Work
  • Academia, Non-Profit Organization
  • Years of Experience
  • 11
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Personal Finance Education, Retirement, Transitions

Theresa Stevens

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Mobility Specialist- Finance
  • Organization
  • EMPath- Economic Mobility Pathways
  • Areas of Work
  • Government
  • Years of Experience
  • 2
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Navigating Choices, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Nadav David

Nadav website photo
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coaching Associate
  • Organization
  • Compass Working Capital
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 1
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Personal Finance Education, Retirement

Ann Lentell

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Director of Programs
  • Organization
  • Compass Working Capital
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 4
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Insurance, Personal Finance Education, Retirement

Tania Shabazz

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Services Manager
  • Organization
  • Compass Working Capital
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 2
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education, Transitions

Forrest Carper

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Community Readiness Consultant
  • Organization
  • US Air Force
  • Areas of Work
  • Military
  • Years of Experience
  • 24
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military, Personal Finance Education, Retirement, Transitions

Linda Smith

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • AER Financial Specialist
  • Organization
  • Army
  • Areas of Work
  • Government
  • Years of Experience
  • 32

Edwin Morales-Aviles

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Army
  • Areas of Work
  • Military
  • Years of Experience
  • 32
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Military

Mona Weltmer

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Work & Family Life Specialist
  • Organization
  • Fleet & Family Support Center
  • Areas of Work
  • Military
  • Years of Experience
  • 7

Clifford Makamson

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Work / life Specialist
  • Organization
  • Air Force
  • Areas of Work
  • Military
  • Years of Experience
  • 6
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Katie Davis

300x300
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • ACS Financial Readiness Admin Asst
  • Organization
  • Army Community Service Fort Polk
  • Areas of Work
  • Military
  • Years of Experience
  • 25
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Elizabeth Hacker

Elizabeth hacker work photo
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • MFLC Personal Financial Counselor On-Demand Network Provider
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military, Practitioner
  • 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

Gregory Qualls

300x300
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Military, Practitioner
  • Years of Experience
  • 17
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Insurance, Military, Personal Finance Education, Retirement
  • Contact Information

Elaine Harrison

Elaine 2011
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • Financial Coach
  • Organization
  • Armed Forces Services Corporation
  • Areas of Work
  • Military, Non-Profit Organization
  • Years of Experience
  • 25
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Military, Personal Finance Education, Transitions
  • Contact Information

sanae orchi

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Serco
  • Areas of Work
  • Government
  • Years of Experience
  • 8
  • 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, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Katrina Kourkoutis

Dsc 6736
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Paraplanner
  • Organization
  • Physicians Resource Group
  • Areas of Work
  • Practitioner, Other
  • Years of Experience
  • 6
  • 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

Chauncey Green

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Business Manager
  • Organization
  • Chancellor Investment Groupe, LLC
  • Years of Experience
  • 16
  • Areas of Expertise
  • Basic Money Management, Business, Credit, Debt Management, Family Business, Insurance, Personal Finance Education, Retirement

Douglas Harris

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • Financial Coach
  • Organization
  • Arms Forces Service Corporation
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 32
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Housing, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Joseph Shepard Jr

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Manager
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military
  • Areas of Expertise
  • Credit, Debt Management, Housing, Insurance, Military, Personal Finance Education, Retirement

Jennifer Belden

300x300
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Manager
  • Organization
  • FFSC
  • Areas of Work
  • Military
  • 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, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Michele Murphy

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • AFSC
  • Areas of Work
  • Government, Military
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Military, Personal Finance Education, Retirement, Transitions

Cynthia Nothstein

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Education Specialist
  • Organization
  • Marine Corps Community Services
  • Areas of Work
  • Government
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education

Matt Stephens

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders
  • Areas of Work
  • Military, Practitioner
  • Years of Experience
  • 5
  • Areas of Expertise
  • Basic Money Management, Business, Couples/Families, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Insurance, Personal Finance Education, Retirement

Milton Suggs

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Project Manager
  • Organization
  • US Department of HUD
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 11
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Debt Management, Housing, Military, Personal Finance Education, Retirement

Regina Harris

101 0382
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Government, Military, Practitioner
  • Years of Experience
  • 15
  • 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

Dwanala Payne

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Survivor Outreach Services Financial Counselor
  • Organization
  • Army Community Service
  • Areas of Work
  • Government
  • Years of Experience
  • 22
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Gilbert Rogers

Gil profile picture
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Consultant
  • Organization
  • NTT DATA INc
  • Areas of Work
  • Academia, Military, Non-Profit Organization
  • Years of Experience
  • 7
  • 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, Military, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information