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Why Work With a CFP®?

It’s Important To Find a Financial Planner You Trust

To Provide Sound, Unbiased Advice

Being CFP® certified means taking the additional steps needed to provide the highest possible standard of financial planning. To become a CERTIFIED FINANCIAL PLANNER™ one must pass the comprehensive CFP® Certification Exam, have a minimum of three years of professional experience in the financial planning process, and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check.

To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you?

CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to providing truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of:








Discover the Difference of Working With an Experienced Team

Contact Us To Learn More

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Check the background of this advisor on FINRA’s BrokerCheck.