What is a CFP®?
A Certified Financial Planner (CFP®) is a professional designation awarded to financial advisors who have met rigorous education, training, and ethical standards set by the Certified Financial Planner Board of Standards, Inc. (CFP Board). Here are some key points about CFPs:
Comprehensive Knowledge: CFP's® have in-depth knowledge of various aspects of financial planning, including investments, retirement planning, estate planning, tax law, and insurance.
Certification Requirements: To become a CFP®, candidates must complete specific coursework, pass the CFP exam, accumulate relevant work experience, and adhere to a strict code of ethics.
Fiduciary Duty: CFP®'s are held to a fiduciary standard, meaning they are required to act in the best interests of their clients at all times.
Ongoing Education: CFPs must continue their education to maintain their certification, ensuring they stay current with the latest financial planning practices and regulations.
CFPs provide comprehensive financial planning services to help individuals manage their finances and achieve their financial goals.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my well-regarded process.