Who We Are

Why CFP Matters

In the financial industry, anyone can call himself a financial advisor or planner. Insurance agents, brokers and even accountants have used the title in order to project a level of objectivity and knowledge.

WJ Interests believes our clients deserve the best in financial advice and service. That’s why Bill, Jared, Jonathan and Brandon are all CERTIFIED FINANCIAL PLANNER™ certificants. Working with a CFP® professional is a great choice. Not only do these advisors meet rigorous education and experience requirements, but they are also held to the highest ethical and professional standards in the industry.

The CFP® certification requirements include:

  • Education – CFP® professionals must master nearly 100 integrated financial planning topics.
  • Examination – CFP® professionals must pass a comprehensive two-day, 10-hour exam testing their ability to apply financial planning knowledge in an integrated format.
  • Experience – 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.
  • Ethics – The final step to certification, CFP® professionals agree to abide by a strict code of professional conduct.


Visit to learn more about the CFP® certification.