Working with a Financial Advisor who holds the CFP^TM 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 you’ll likely face some challenges along the way. This is where we believe a CERTIFIED FINANCIAL PLANNER^TM professional can step in to help you make sense of it all with a well-designed strategy that takes into consideration your specific situation.