What is a CERTIFIED FINANCIAL PLANNER™ Professional?

We believe that the CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation is the most appropriate professional designation a Wealth Advisor can have, because they have a legal and fiduciary duty to put the needs of their clients first. Prior to sitting for the CFP® examination, candidates must have completed educational and experience requirements and have passed a background check. Further, a CFP® is required to abide by a strict code of professional conduct and complete regular continuing education requirements. More information may be found at cfp.net.