What is a Certified Financial Planner?
The CFP® marks represent a Certified Financial Planner designation. An individual who has earned these marks has met the education, examination, experience and ethics standards established by the Certified Financial Planners Board of Standards (CFP Board). Therefore, a financial planner who has earned the CFP® marks should be distinguished from a financial planner who has not. Consumers need to be aware that there is nothing preventing a person from declaring themselves a “Financial Planner”, and it is therefore incumbent upon the consumer to differentiate between a planner who has earned the marks and one who hasn’t. Asset management is available to clients so they can enjoy the benefits of institutional money management. The firm maintains strategic relationships with custodians such as Schwab Institutional, Fidelity Independent Wealth Services and other money management and investment companies. A written analysis and a specific investment strategy are developed by an Accredited Inv
