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People don’t care how much you know until they know how much you care.

Theodore Roosevelt

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The strength of a CFP^®

Most people think that all financial planners are “certified,” but this isn’t true. Only those who have fulfilled the certification and renewal requirements of the CFP^® board can display the CFP^® certification marks. Those certified have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP^® certification process that includes demanding education, examination, experience and ethical requirements.

Through the Code of Ethics, CFP^® practitioners agree to act fairly and diligently when providing you with financial planning advice and services, putting your interests first. The Code of Ethics states that CFP^® practitioners are to act with integrity, offering you professional services that are objective and based on your needs. They are required to provide you with information about their sources of compensation and conflicts of interest in writing as well as maintain technical competence and fulfill ethical obligations.

CFP^®, CERTIFIED FINANCIAL PLANNER™ and are certification marks owned by Certified Financial Planner Board of Standards Inc. (CFP Board), which can help you identify financial planners who are committed to competent and ethical behavior when providing financial planning.

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The Strength of a CFP^®

Taking a holistic view of your life to understand how your money plays into it.

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Phone: 813.977.6400 Fax: 813.977.6443

5383 Primrose Lake Circle, Suite B Tampa, FL 33647 Map & Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Investpro Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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