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Why CFP?


Though many people call themselves financial planners, only those with the CFP® designation have gone through the rigorous certification requirements to be qualified as CERTIFIED FINANCIAL PLANNER™.

CERTIFIED FINANCIAL PLANNERS™ are required to have at least three years of financial planning experience. They must also pass a thorough and extensive financial planning exam. Once certified, CFP® practitioners are required to remain current with developments in the financial industry by completing a minimum of thirty hours of continuing education courses every two years.

In addition to the educational requirements, the CFP Board enforces a strict code of ethics to which all CFP practitioners must abide. Their ethical obligations are also reviewed every two years by the Certified Financial Planner Board of Standards.

By choosing to work with a CERTIFIED FINANCIAL PLANNER™, you can rest assured that you are selecting someone who is competent and trustworthy, someone who has taken the extra step towards excellence in their field and client service

CERTIFIED FINANCIAL PLANNER™