Certified Financial Planner: CFP

What is a CFP and Why Does it Benefit You.

CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.

CFP Certified Financial Planner

Why Should You Work With a CFP Professional

  • Fiduciary Responsibility to You the Client

  • Increased Knowledge in Financial Planning

  • Increased Ethical Industry Standards

  • Over 30 hours in Continuing Education Annually

  • Must have a Bachelors Degree and at least 4 years of industry experience