In Tibetan, Sherpa means "eastern people"; this referred to a particular group of people who reside in the mountainous region of Nepal and the Himalayas.
Sherpas are known for their hardiness, expertise, experience, and their unique skill at mountaineering and negotiating difficult terrain, in particular climbing Mount Everest. Due to their specific skills and temperament Sherpas were highly sought after as guides and advisors for those interested in undertaking the difficult climb up the mountain.
We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.