Majority of Americans Have Never Met with a Certified Financial Planner According to Four Seasons Financial Education

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Corporate financial wellness firm finds 58% of Americans have never sat down with a CFP in new survey

Financial Education Without a Sales Pitch

Imagine if 58% of Americans had never met with a doctor before

Four Seasons Financial Education (FSFE), a provider of workplace financial wellness programs, recently release the findings of their 2015 Financial Wellness Survey. This survey, which included 572 full-time employees from around the United States, found that approximately 58% of Americans have never met with a board-Certified Financial Planner, or CFP.

"It's no wonder so many Americans are behind on goals such as retirement savings if they haven't consulted a financial planning professional," said Danton Troyer, one of the firm's senior CFPs. "This should also be a wake-up call for employers helping employees reach retirement. Imagine if 58% of Americans had never met with a doctor before," said Troyer.

The survey also showed that 83% of employees would meet with a CFP if their employer made one available to them. Many employers are now including financial wellness programs as part of an overall benefits package. The survey found that 74% of employee feel financial wellness should be part of an overall wellness program. The 2015 Financial Wellness Survey is available for free at

About Four Seasons Financial Education
Four Seasons Financial Education provides workplace financial wellness services to companies throughout the US to help them improve their bottom line. Since 1986, we have helped corporate America increase workplace productivity by focusing on the most important asset of the company - the employees. Services provided through RFG Advisory Group, an SEC Registered Investment Adviser.

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Anna Fruits
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