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Financial security
built on a faithful foundation.
Catholic financial planners help you align your goals, values, and finances as you prepare for the future.
Shared values
Trusted guidance
Customized strategies
Not sure what
to do at life’s
latest milestone?
Your Catholic faith guides you every day in ways big and small. And during major milestones, your faith underpins everything. But how can your family easily align their values with their changing, complex financial needs and goals?
Faithful guidance
for preparing for your
family’s future.
From marriage to retirement (and every birth, move, job change, and graduation in between), every milestone brings financial decisions and consequences.
Partnering with a trusted faith-based financial expert allows you to meet life’s milestones confidently.
Like you, we seek to live our
Catholic values in all we do.
We’re committed members of the Catholic Church. Like you, we rely on our faith and community for support and guidance—especially when making important decisions. That’s why we developed the Catholic Financial Planners Network. We know how important it is to easily find expert advisors who share your values.
Find Your Financial Planner
in 3 Steps
Search Our Directory
Browse our carefully curated directory of faith-based financial planners to find the one who aligns with your needs.Discuss Your Priorities
Connect with several planners to find the right one who aligns with your goals, values, and what matters most to you on your financial journey.Begin Your Prosperous Path
Embark on a brighter, more secure future!Find A Catholic Financial Advisor
Embrace a Lifetime
of Faith-Fueled
Financial Success
Discover how a faith-based financial
planner can make all the difference:
- Align your financial goals with your beliefs
- Expertly navigate major life transitions
- Ensure a legacy that reflects your values
- Prioritize your family's financial security
- Confidence in your decisions, guided by faith
- Start your search and take the first step towards a prosperous future today
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Why CFPN?
Qualified.
Our advisors include financial professionals who hold designations such as the CFP®, CPA, ChFC, and so many more. We have specialized expertise in areas like Morally Responsible Investing, Young Families, Student Loans, Early Retirement, Newlyweds, College Planning, Tax Planning, and Charitable Giving.
Committed.
Our advisors are faithful to the Magisterium of the Catholic Church. We are also committed to acting in our clients’ best interests. As a group, we are financial planners first. Although we vary on the way our advice is delivered, whether it be “fee-based,” “fee-only,” or “advice-only,” we agree that proper financial planning has priority over the sale of investment or insurance products.
In humility, we also recognize that simply “relying on experts” should not be the answer to achieving our financial goals. That is why we believe that education and empowerment of individual families is a crucial part of how we serve our clients.
Comprehensive.
Our advisors all believe that every financial decision must be made with the big picture in mind: the Salus Animarum (the salvation of souls).