In today’s uncertain economy, having a financial plan for the future is more important than ever. With so many different investments available, it’s tough to know what’s right for your personal financial situation. That’s why one of the most important decisions you can make is choosing a financial advisor whom you can trust and who will work to tailor a plan specifically for your needs.

Just about anyone can call themselves a “financial planner.” But only individuals who have passed a rigorous set of criteria and meet strict ethical qualifications are eligible to use the CERTIFIED FINANCIAL PLANNER™ certification. Unlike many financial advisers, a CFP® professional must be a college graduate and have a minimum of three years of work experience in financial planning. In addition, a CFP® professional must:

  • Pass the comprehensive exam,  which covers financial, tax, estate and retirement planning, investment management and insurance. The average pass rate is 56%.
  • Adhere to the CFP Board’s Code of Ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and      diligence.
  • Pass a thorough background check and be subject to disciplinary action for infractions once becoming a certified financial planner.
  • Complete continuing education programs each year to maintain CFP®certification status.

As a CFP® professional in your area, I have met these high standards for financial planning. If you would like to create or review your financial plan and need professional direction and guidance, or if you don’t have time to do your own financial planning and need a professional you can trust, please contact me for a confidential discussion of your objectives.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.