Certified Financial Planner

What is a CFP and what can we do for you.

Work With Advisors Who Are Independent and Objective. Our focus, first and foremost, is on our clients’ needs. We are Fiduciaries meaning we are always obligated to put our client’s interest first. Anybody can call themselves a financial planner, we are Certified Financial Planners. To qualify for CFP® certification requires engaging in rigorous coursework, passing a 10-hour exam, and meeting continuing education requirements. In addition working with a CFP® ensures that fees for services are transparent.