The ultimate marketing asset for CERTIFIED FINANCIAL PLANNER™ Professionals

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Exclusive to CFP® Professionals with:

  • 10+ years of experience
  • 5+ years as a CFP® Certificant
  • No CFP® Board disciplinary history

Handcrafted By Us For You

You don’t need to be a marketing expert – that’s our job.  Our experts will custom build and optimize a unique profile that gets noticed. Unlimited consulting and expert customer support is included to ensure our strategies support your marketing objectives.

You Get Everything We’ve Got

No complicated service levels or up-sells. One simple annual fee gets you every feature we offer – now and in the future and includes our concierge-level service.  Best of all, your price is locked for life!

Tailored for Individuals or Firms

For individual advisors, your profile is a personal and portable marketing asset that grows your digital brand as your career evolves.  For larger firms, can help raise your online visibility across multiple channels to increase the value of all marketing efforts.


Start Your Profile – Kaleido Clients

Special Pricing for Kaleido Clients


$495 $395 ANNUALLY + 6 months free on first term, price locked for life!


Need multiple profiles? Contact Us

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Not Just Another Online Profile

Showcase Your Credibility

You’ve worked hard to build a respected career; shouldn’t potential clients notice it?  With, your profile page highlights your designations, associations, affiliations, community involvement, and everything that makes you stand out as a qualified financial expert. Have more to showcase? We can help you add custom content sections to highlight books you’ve authored, seminars you’ve delivered, or special events you’ve organized.  With, you can emphasize your expertise and link to any media coverage you’ve garnered.

Boost Search Engine Rankings

In today’s highly competitive digital marketplace, you know how important your search engine rankings can be.  If your information isn’t found on the first page of Google search results, it’s likely that the most sought-after clients aren’t finding you.  At, we consult with you to understand your ideal client and implement a custom-content and linking strategy that’s proven to improve your website’s search engine rankings for your most important keyword phrases – making your information more visible and valuable!

Create Visibility Beyond Your Website

Everybody “Googles” everybody today and it takes more than just a website and LinkedIn profile to build a trustworthy online presence. You need an effective digital strategy that establishes your credibility and generates visibility.  For a fraction of the cost, your profile incorporates the innovative SEO techniques used by the big-league digital agencies to generate visibility, grow your online footprint, and get you noticed by and in front of valuable prospects.

Shape Your Own Personal Brand

Your reputation is your brand you’ve worked hard to establish over the life of your career.  With, your profile is uniquely YOURS.  It is not tied to your current or future employer or any professional association.  For those advisors who are in transition or are considering establishing their own firm, your profile can even act as your website and be live in one day!


Certified Matters Profile Screenshot

Refreshingly Different

Not Yelp Icon

Not for Advisors

No anonymous reviews or “3 out of 5 stars” here.  Your profile showcases your credibility and expertise to help grow your online presence.

Not Match Icon

Not for Advisors

We do not claim to have a proprietary advisor matching algorithm.  Your profile page is designed to be the most visible information about you on the internet and contributes to a well rounded, trustworthy online presence. 

Not Pay-Per-Lead Icon

Not “Pay-Per-Lead”

Thousands of advisors have told us pay-per-lead services are not a long-term strategy for growth. We’ve listened. That’s why we help you create a highly visible, lifetime marketing asset that evolves and grows with you. And yes, it is designed to generate leads.

Not Ask Icon

Not another “Ask an Advisor” website

We are not in the content or advertising business.  Most question-and-answer websites profit from your time and expertise by building THEIR visibility to sell ad space or affiliate products. Your profile is all about YOU. does not make a single penny from 3rd party products.


Join Now              (412) 467-6123          calendar icon    Schedule a Call

Frequently Asked Questions is the hardest working, most common sense marketing asset for financial advisors.  It is custom crafted to be the ultimate overview of your credibility and to be among the most visible information about you on the internet.  It is not tied to a specific organization or association so it can follow and grow with you as your career evolves.  Your profile strategically links to your website and other online assets in a way that helps the search engines connect the dots so that all of your important web pages rank higher. is not affiliated with the CFP Board of Standards in any way.  We provide a marketing service for financial advisors, and just happen to exclusively serve CERTIFIED FINANCIAL PLANNER Professionals that meet our requirements for experience and work history.

We play well with compliance officers!  Any part of your profile can be customized to meet compliance or marketing requirements.  Just let us know your requirements, and we can customize a solution, often at no extra cost.  With our flexible platform, we can customize a profile template to speed the process for multiple advisors or representatives from the same firm.’s goes beyond getting “clicks” and is not your typical “lead generation service”. We believe that this is a good thing. We do not collect names and financial details of visitors and then sell that information to our members, or claim to have a magical algorithm to deliver the perfect prospect. From our experience, and from speaking with thousands of advisors, “lead generation” is a model that rarely works. Instead, we help you to build a larger online footprint and to influence the visibility of your most important web pages. This helps you build a personal brand, gain visibility beyond your website, and can play a key role in word-of-mouth and client referrals. The increased exposure from your profile makes your other marketing efforts more visible and valuable.

The short answer is: As little as possible!   This includes the setup of your profile and maintaining it as your career evolves.  To start, we crop and upload your picture, add your biography from your website,  research and add designation and affiliation links, and and highlight any media mentions, articles and community involvement.  You can send us information you to update at any time or log in to your account to easily edit the content.  Consider us to be at your service!

Start Your Account Today!

How do I get started?

  • Complete the form below
  • We will verify your eligibility and build your profile
  • We will send you an invoice
  • Schedule a review and consultation call
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