Experience supported by rigorous, specialized training
In addition to their post-secondary education and decades of experience, the Griffin Wealth Management team has differentiated itself with focused training and by earning rigorous professional certifications.
CFP® – CERTIFIED FINANCIAL PLANNER™
Earning the CFP® designation means an advisor has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a Certified Financial Planner™ professional, one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and be approved by the CFP Board, which involves an extensive background check for ethics and character, and a criminal check. To maintain certification, CFP® certification holders must complete 30 hours of continuing education accepted by the CFP Board every two years.
How does working with a CFP® professional benefit you? Certified Financial Planner™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.
CEPA – Certified Exit Planning Advisor
Holding the Certified Exit Planning Advisor credential reflects an advisor’s interest in guiding the multilayered, high stakes decisions that shape a business owners’ financial life. These advisors are trained on the business exit planning process and in helping business owners create equity in their business in a way that aligns with their personal goals.
CEPA professionals are certified by the Exit Planning Institute. To maintain the certification, holders must complete a minimum of 40 hours of exit planning-related professional development every three years and maintain professional and ethical standards.