Why Choose a Certified Financial Planner™ Professional?

Most people think all financial planners are “certified,” but this isn’t true.

Just about anyone can use the title “financial planner.” 

Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional.

CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest.

 CFP® professional must acquire several years of experience related to delivering financial planning services to clients.