Search for a Certified Retirement Counselor® (CRC®)
Choosing a professional to help you prepare for retirement and manage your retirement income may be one of the most important decisions you’ll even make. A retirement counselor can play a significant role in helping you meet your retirement goals and desired well-being. It is important to take the time to select someone who is competent and trustworthy, one on whom you can depend for guidance and services.
By looking up CRC® professionals, you will find individuals currently authorized by the CRC Board of Standards and Policy Development (Board of Standards) to use the CRC® and CERTIFIED RETIREMENT COUNSELOR® certification marks. Retirement counselors who have been publicly disciplined by the CRC Board of Standards will also be listed with an indicator of disciplinary action in the “CRC Board Public Disciplinary History” column. An “inactive” listing means the Certificant has not fulfilled their renewal requirements and is currently not a certificate in good standing.
CRC® certificants may be required by state or federal law to hold other licenses in order to conduct their business. The CRC Board of Standards does not make any representation that they do indeed hold or are current with these licenses or that other certifications are current. Information found here regarding other licenses or certification should be independently confirmed by the appropriate information providers.
Individuals using a different name, i.e. a nickname or a shortened name will not appear on the Web site. Try searching for the individual using his/her formal name. If you are unsure of the correct spelling of a name, but have information on the city, state or zip code, searching by those fields will often allow you to narrow your search.
Need More Help?
Depending on the Certificant’s renewal date, the website may show inactive briefly during the Certificant’s renewal process. If a Certificant status is in question it is best to contact InFRE. Please contact InFRE by calling 847-756-7350 ext. 134 or e-mail us at firstname.lastname@example.org.