A do-gooder place to work and make a difference in the Financial Services industry. - Manager CFP Employee Review

4.0
11 Dec 2012
Recommend
CEO approval
Business outlook

Pros

Well defined connection between core values, mission and annual goals/ strategies all the way down to day-to-day operations.

Cons

Office politics could get obnoxious at times, and some of the personalities at the top are a bit much to be exposed to on a daily basis. It is difficult (though neccessary) to listen to opinions on every little detail from the 70K+ advisors that make up the CFP population.

Explore other reviews about CFP

5.0
22 Apr 2026
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Strong benefits and performance package.

Cons

Needs more diversity on the leadership level.

4.0
2 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Good team, good mission, and manageable work load.

Cons

No room to move up, promotion happens heavily from outside the organization, driving out top performers.

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