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Great client leads. Strong Catholic Community.
Grow your business, sharpen your skills, and connect with faithful peers through the Catholic Financial Planners Network.
Premium leads
A supportive network
Valuable resources
You don’t have to
keep your faith
separate from work.
Too often in our industry, advisors only follow their personal standards for values and ethics. At best, these advisors are silent about being guided by their faith. At worst, they focus more on personal profits than clients’ needs.
You can merge your Catholic faith with your professional work.
Have both spiritual and
professional fulfillment.
Be a part of a reliable, professional network that helps you flourish at work fully aligned with your beliefs.
Join the Catholic Financial Planners Network and receive leads for clients seeking financial guidance that’s informed by your faith and values. More than that, you’ll find meaningful peer relationships, support, and inspiration.
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Grow professionally while
standing strong morally.The Catholic Financial Planners Network offers professional resources, guest spots on our podcast, client leads, and monthly peer-advisory meetings. Being among like minded advisors makes it easier to find and nurture new collaborations.
Join today and find new inspiration for sharpening your skills and maintaining your core values.
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We know how hard it is
to go at it alone.Like you, we’re committed to ethical and professional excellence. And like you, we find life is better in community.
We understand what it’s like to think you need to leave your faith out of your financial planning work. We know how hard it is to build trust with prospective clients who don’t realize you’re guided by your Catholic faith.
We invite you to join the network and continue your professional journey supported by fellow believers.
Join and grow
Step 1: Join the Network
Click “Join The Network” to submit your application and become part of this community dedicated to aligning work with Catholic values.
Step 2: Access New Leads
Create your directory profile and let prospective clients find you based on your expertise.
Step 3: Attend Monthly Meetings
Participate in monthly peer-advisory meetings, foster connections, and refine your skills.
By becoming a member you agree to the following:
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Profession of Faith:
I with firm faith believe and profess each and everything that is contained in the Symbol of faith, namely:
I believe in one God, the Father almighty, maker of heaven and earth, of all things visible and invisible. I believe in one Lord Jesus Christ, the Only Begotten Son of God, born of the Father before all ages. God from God, Light from Light, true God from true God, begotten, not made, consubstantial with the Father; through him all things were made. For us men and for our salvation he came down from heaven, and by the Holy Spirit was incarnate of the Virgin Mary, and became man. For our sake he was crucified under Pontius Pilate, he suffered death and was buried, and rose again on the third day in accordance with the Scriptures. He ascended into heaven and is seated at the right hand of the Father. He will come again in glory to judge the living and the dead and his kingdom will have no end. I believe in the Holy Spirit, the Lord, the giver of life, who proceeds from the Father and the Son, who with the Father and the Son is adored and glorified, who has spoken through the prophets. I believe in one, holy, catholic, and apostolic Church. I confess one baptism for the forgiveness of sins and I look forward to the resurrection of the dead and the life of the world to come. Amen.With firm faith, I also believe everything contained in the word of God, whether written or handed down in Tradition, which the Church, either by a solemn judgment or by the ordinary and universal Magisterium, sets forth to be believed as divinely revealed.
I also firmly accept and hold each and everything definitively proposed by the Church regarding teaching on faith and morals.
Moreover, I adhere with religious submission of will and intellect to the teachings which either the Roman Pontiff or the College of Bishops enunciate when they exercise their authentic Magisterium, even if they do not intend to proclaim these teachings by a definitive act.
Advisor Pledge
I believe in placing the client's best interests first. Therefore, I will exercise my best efforts in the following our four principles.
1. I will always put the client's best interests first.
2. I will act with prudence; which is the skill, care, diligence, and right judgment of a professional.
3. I will not mislead. I will provide clear and full disclosures of all important facts.
4. I will be proactive in disclosing and managing fairly any unavoidable conflicts.
Catholic Financial Planners Network
Support for your professional journey starts here.
You'll have access to:
- A network of ethically aligned professionals
- Professional development opportunities and industry resources
- Peer-advisory meetings
- Guest spots on podcasts devoted to financial planning guided by the Catholic faith
- An online community portal
Peer-advisory Meetings
Our network of Catholic advisors are committed to each other’s success. We meet on a regular basis to discuss topics that impact Catholic laity, build a community as we grow in our lives and careers, and deliver amazing financial advice to our clients.
During meetings, we dig deep into financial planning topics that differ for those following the Catholic faith. Then, we take each other’s expertise back to our own clients to advance everyone’s well being and knowledge.
Network Membership
$300/year
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Why CFPN?
Qualified.
Join a network of 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.
Join a network of advisors who 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 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.
Join the network of advisors who all believe that every financial decision must be made with the big picture in mind: the Salus Animarum (the salvation of souls).
Still have questions?
Please use the contact form to share the questions you have.
A member of our customer care team will respond to you personally in 1-2 business days.
Please make sure to include your best email address.