Why Work with a Certified Financial PlannerTM

 

If your financial life seems to be spinning out of control, you’re not alone. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. 

Your financial planner should be a trusted partner whom you feel comfortable with and who understands your needs. Most people think all financial planners are “certified,” but this isn’t true. Anyone can use the title “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP® Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism. And because they are held to a fiduciary standard of care, a CFP® professional is required to act in your best interest.