Why Choose a CFP?

Why Choose a CFP?

Why Choose a Certified Financial Planner™?

While anyone can use the title “financial planner”, not every financial planner is certified. Being a CFP® Professional means you’ve fulfilled the CFP Board’s rigorous requirements. CFP® professionals hold strict ethical standards and must have years of experience in delivering financial planning services to clients before they can even take the CFP Certification Exam.

By operating on a fee-only basis, we are able to sit on the same side of the table as our clients. This allows us to provide dialogue, experience, clarity and focus to individual client circumstances free of the pressure to sell products or meet sales goals that transaction-based financial advisors face.

The CFP® Code of Ethics

1

Act with honesty, integrity, competence, and diligence.

2

Act in the client’s best interests.

3

Exercise due care.

4

Avoid or disclose and manage conflicts of interest.

5

Maintain the confidentiality and protect the privacy of client information.

6

Act in a manner that reflects positively on the financial planning profession and CFP® certification.

CFP® Professionals – Working for You