Certified Financial Planner™

Working with a CERTIFIED FINANCIAL PLANNER™ professional is an important step toward reaching your financial goals and objectives. Not only do CFP® practitioners meet rigorous education and experience requirements, but they are also held to the highest professional & ethical standards in the industry. The examination required to achieve the CFP® designation covers in excess of 100 diverse financial topics from categories including: Investment Concepts, Retirement Planning, Tax Planning, Estate Planning, Insurance, and General Financial Planning. The CFP® mark demonstrates the planner has a broad, substantial foundation of financial planning knowledge along with ongoing educational requirements.

In addition to the educational & experience requirements, a CFP® professional is held to a fiduciary standard of care which means we are required to act in your best interest. It is important to understand that although anyone can call themselves a “financial planner”, only those that have achieved the certification and continuing education requirements of CFP Board can utilize the CFP® certification trademark.
What you can expect:

  • Integrity
  • Competence
  • Professionalism
  • Objective advice
  • Diligence
  • Confidentiality


Learn more about working with a CFP® professional.




Financial Planning Association (FPA)

An organization dedicated to the advancement of the financial planning profession. Membership in the FPA exemplifies a commitment to ongoing education and the financial planning profession.

Learn more at: www.fpanet.org