When it comes to choosing a financial advisor, one of the most important questions to ask is, “Are you a CFP® professional?” 

CERTIFIED FINANCIAL PLANNER® Professionals

We meet the highest ethical and professional standards in the industry

In the financial industry, anyone can call themself a financial advisor or planner. However, a CFP® certification signifies a highly credentialed fiduciary that has met rigorous education and experience requirements.

Our Professional Designations

Chartered Financial Analyst® (CFA)

One of the highest distinctions in the investment management profession, certificants are recognized for their commitment to ethics and professionalism. A Chartered Financial Analyst possesses a strong foundation in investment analysis and portfolio management skills.

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Chartered Alternative Investment Analyst (CAIA)

With a CAIA Charter, professionals have a deep level of knowledge and demonstrated expertise in alternative investments. The CAIA designation helps to better serve clients and their investment needs.

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Certified Exit Planning® (CExP®)

An Exit Planning professional empowers business owners to exit their businesses by delivering customized solutions that help business owners achieve their financial goals.

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NAPFA-Registered
Advisor

A NAPFA-Registered Financial Advisor is a highly qualified, Fee-Only fiduciary who provides comprehensive financial planning with a commitment to putting clients’ best interests first.

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Certification requirements that ensure your peace of mind

 

Our CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are.

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Education

Our CFP® professionals must master nearly 100 integrated financial planning topics.

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Examination

Our CFP® professionals must pass a comprehensive, 170-question, 6 hour exam testing their ability to apply financial planning knowledge in an integrated format.

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Experience

Our CFP® professionals must have a minimum of three years experience in the personal financial planning process prior to earning the right to use the CFP® certification marks.

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Ethics

Our CFP® professionals agree to abide by a strict code of professional conduct.

We always stay up to date with current changes and developments in the financial planning field

We have a commitment to the CFP Board to expand our knowledge and stay informed through mandatory continuing education.

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We have a fiduciary duty to our clients

Being a fiduciary goes beyond tailoring recommendations to a client's goals and circumstances. It means placing client's interests above our own interests. It means always acting in the client's best interest. It means disclosing any conflicts of interest.