Connect. Collaborate. Grow.

Join the premier network of certified financial planners and trusted professionals. Build meaningful partnerships, expand your client base, and elevate your financial advisory practice through our exclusive professional community.

Join Our Network Today

About Planner Trust Network

Building Professional Excellence

Founded in 2018, Planner Trust Network has become the leading professional community for certified financial planners, wealth managers, and industry specialists. Our platform connects vetted professionals who share a commitment to ethical practices and client-first service.

Our Mission

We facilitate meaningful professional relationships that drive business growth while maintaining the highest standards of integrity. Through our carefully curated network, members access exclusive opportunities, share industry insights, and collaborate on complex client needs.

Proven Results

With over 2,500 active members across North America, our network has facilitated thousands of successful partnerships, resulting in expanded service capabilities and increased revenue for participating professionals.

Professional financial planning meeting

Network Benefits

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Trusted Partnerships

Connect with pre-vetted professionals who share your commitment to excellence and ethical standards in financial services.

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Business Growth

Expand your service offerings and client base through strategic partnerships and referral opportunities within our network.

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Continuing Education

Access exclusive webinars, workshops, and professional development resources to stay ahead of industry trends.

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Compliance Support

Benefit from shared expertise in regulatory compliance and best practices to maintain professional standards.

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Resource Sharing

Access a comprehensive library of tools, templates, and resources developed by industry professionals.

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Peer Recognition

Gain visibility and recognition within the professional community through our member spotlight program.

Member Success Stories

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Michael Chen

Michael Chen, CFPĀ®

Senior Financial Advisor

"Joining Planner Trust Network transformed my practice. The quality of professionals in this network is exceptional, and the collaborative opportunities have significantly expanded my service capabilities. I've built lasting partnerships that benefit both my practice and my clients."

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Sarah Martinez

Sarah Martinez, ChFC

Wealth Management Specialist

"The network's emphasis on trust and transparency aligns perfectly with my values. Through PTN, I've connected with like-minded professionals who prioritize client success. The referral quality and professional development resources are outstanding."

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Robert Thompson

Robert Thompson, CFA

Investment Advisory Principal

"PTN provides access to a caliber of professionals that's hard to find elsewhere. The vetting process ensures every member meets high standards. My firm has grown 40% since joining, largely due to the strategic partnerships formed through this network."

Join Our Network

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Get in Touch

Ready to expand your professional network and grow your practice? Contact us to learn more about membership benefits and application requirements.

Membership Team:
+1 (212) 785-9432

Office Address:
2847 Madison Avenue
New York, NY 10017
United States

Business Hours:
Monday - Friday: 9:00 AM - 6:00 PM EST
Saturday: 10:00 AM - 2:00 PM EST