Working with a Financial Advisor who holds the CFPTM Professional

A Financial Advisor with this CFP® certification has demonstrated extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for clients. Awarded by the Certified Financial Planner Board of Standards, Inc., the CFP® certification is one of the most recognized designations in the financial services industry.

As an investor, you have short- and long-term goals you would like to achieve—and it’s likely you’ll face some challenges along the way. This is where we believe a CERTIFIED FINANCIAL PLANNERTM professional can step in to help you make sense of it all with a well-designed strategy that takes into consideration your specific situation.