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What Makes Certified Financial Planners® The Best Financial Planners?
When it comes to your future, we know how important it is for you to choose a financial planner whose qualifications and experience you trust. All of our asset managers have earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) and are fiduciary advisors, which is a designation reserved for those financial planners who have met the strict requirements of the Certified Financial Planner Board of Standards. This means our staff has undergone:
CFP® professionals must complete a comprehensive course of study at an approved college or university.
Certification requires a comprehensive 6-hour CFP® Certification Examination.
Three years minimum experience in the financial planning field is required to be a CFP®.
Each CERTIFIED FINANCIAL PLANNER™ agrees to abide by a strict code of professional conduct.