Search for a Certified Retirement Counselor® (CRC®)
Choosing a professional to help you prepare for retirement and manage your retirement income may be one of the most important decisions you’ll even make. A retirement counselor can play a significant role in helping you meet your retirement goals and desired well-being. It is important to take the time to select someone who has demonstrated that they have the relevant experience, comprehensive understanding of retirement planning concepts and commitment to ongoing education.
By looking up CRC® professionals, you will find individuals currently authorized by the CRC® Board of Standards and Policy Development (CRC®Board of Standards) to use the CRC® and Certified Retirement Counselor® certification marks.
CRC® Certificants may be required by state or federal law to hold other licenses in order to conduct their business. Neither InFRE nor the CRC® Board of Standards makes any representation – or warrants that a CRC® Certificant holds or is current with any required licenses or that working with a CRC® professional will guarantee a particular desired result or outcome. You may find additional information about an individual through BrokerCheck by FINRA and the SEC’s Investment Adviser Public Disclosure website.
Individuals using a different name, i.e. a nickname or a shortened name will not appear on the website. Try searching for the individual using his/her formal name. If you are unsure of the correct spelling of a name, but have information on the city, state or zip code, searching by those fields will often allow you to narrow your search.
Need More Help?
Depending on the Certificant’s renewal date, the website may show inactive briefly during the Certificant’s renewal process. If a Certificant status is in question it is best to contact InFRE by calling 847-756-7350 ext. 134 or e-mail us.