Why Should You Work With A CERTIFIED FINANCIAL PLANNER™?

  • For 50 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners
  • To achieve CFP® certification, advisors need several years of practical experience providing financial advice and must pass the comprehensive CFP® Certification Exam
  • CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together
  • All CFP® professionals commit 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®