Company Information

Get to know certified financial planner | find me an advisor

The Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization founded in 1985 that serves the public by fostering professional standards in personal financial planning. The CFP Board sets and enforces the standards for the CERTIFIED FINANCIAL PLANNER™ certification, which is the recognized standard of excellence for competent and ethical personal financial planning. Its mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. As part of its public service, the CFP Board operates a "Find a CFP® Professional" tool to help consumers locate and verify financial planners who have met its rigorous requirements.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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certified financial planner | find me an advisor

United States

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.