Where to Look for CFPs Near You

Since “near me” depends on your city/town, the first step is figuring out what region you want the planner in. Once you’ve got that, here are good sources: FPSB Indonesia Directory The Financial Planning Standards Board Indonesia maintains a list of active CFP professionals. You can search by name or membership in their database. Finante.id A service that matches you with CFP consultants for personal financial planning in Indonesia. They handle investment, protection, retirement, inheritance planning, etc. “Finansialku” and other local financial‑planning blogs / networks They sometimes list CFP professionals who are well‑known or rated. Finansialku Referrals Ask friends, family, or colleagues if they've worked with CFPs. Local banks or insurance companies may also have CFPs on staff or recommend ones. What to Check When Choosing a CFP To decide among CFPs in your area, consider these criteria: Feature What to Look For Certification & Legitimacy Make sure they are registered with FPSB Indonesia, hold a valid CFP® credential. See membership status in FPSB directory. Experience / Track Record How long they’ve been practicing, types of clients they serve (individuals, families, business owners). Specialization Some CFPs specialize (retirement, taxes, investments, estate planning). Pick one aligned with your priorities. Fee Structure Are they fee‑only, fee + commission, hourly, or % of assets under management? Be clear upfront. Ethics & Fiduciary Duty Ensure they sign a fiduciary oath or similar, meaning they must act in your best interest. Local Knowledge If possible, one who understands local tax laws, cost of living, economy in your area. Some CFP Professionals / Firms in Indonesia You Could Consider Here are a few names / services already operating in Indonesia with credibility & CFP certification: Melvin Mumpuni — founder of Finansialku, known CFP, active in financial planning public education. Finansialku Safir Senduk & Rekan — long‑standing firm, recognized in Indonesia. Finansialku Useful Questions to Ask a CFP Before You Commit When you meet (or talk) with prospective CFPs, you might ask: What is your full CFP license number / membership with FPSB? What clients are similar to me (income level, financial goals)? How do you charge? (Fees / commissions / mixed) Can you share references or success stories? How often will you review & adjust my plan? How do you manage conflicts of interest? What are expected costs (planning, implementation, ongoing)? What the Certification Means in Indonesia Some relevant notes for Indonesia: CFP® is administered by FPSB Indonesia and recognized by the Badan Nasional Sertifikasi Profesi (BNSP). CFP certification requires meeting standards in Education, Examination, Experience, and Ethics (“4E”). There are many active CFP professionals in Indonesia.