2 ORGS · 10 ACTIVITIES · 1 STATES ← back to explorer ·
program type

Financial Advisor Referral Services

Connects individuals with qualified financial planners through search tools, referrals, and guidance on selecting professionals.

what makes this distinct Different from general financial education by focusing specifically on linking consumers to certified financial planners, rather than teaching financial skills or providing direct financial advice.

2
organizations
10
activities
0
child clusters
2
strategies
coverage AZ 2
NTEE codes
P20
organizations

2 orgs in this cluster's subtree

Every organization with primary activities in Financial Advisor Referral Services or any of its descendants. Click a column header to sort. Filter by name or state above the table.

showing 2 of 2
#OrganizationStateRevenueActivities
1FINANCIAL PLANNING ASSOCIATION
Financial Planning Association of Los Angeles (FPA of LA) supports CERTIFIED FINANCIAL PLANNER™ professionals through education, networking, and advocacy. It p…
AZ$59K7
2Whale Foundation Inc
The Whale Foundation provides confidential mental health counseling, financial guidance, health insurance assistance, and educational scholarships to professio…
AZ$146K3
theories of action

strategies used in this cluster

Theories of action extracted from orgs in this subtree. Click any to see the full set of orgs running the same approach.