Broker Check

The Standard of Excellence

90% of consumers see an advisor's certifications as important.

For over three decades, the CERTIFIED FINANCIAL PLANNER™ certification has served as the gold standard of excellence for financial planners. Those with the CFP® designation have undergone rigorous training, amassed extensive experience, and are bound by the ethical standards set by the CFP Board to prioritize their clients' interests.

CFP® professionals take a comprehensive and personalized approach to managing all aspects of their clients' financial lives. This involves investment management and assistance with budgeting, tax planning, and consideration of all factors that may impact financial well-being. As a component of their CFP® certification, CFP® professionals have committed to acting as fiduciaries when providing financial advice to clients, meaning they are obliged to prioritize their client's best interests. This commitment gives clients a sense of assurance and security for today and tomorrow.

81% - 4 out of 5 consumers prefer an advisor who takes all areas of their financial life into account.

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