All financial planners are not the same. First, as a CFP, I have a fiduciary standard I must adhere to. That means I must be honest, deal fairly and put your interests above mine by law.
In order to become a CFP, I had to undertake a 2-year course of study that included tax planning, retirement planning, estate planning, investments, insurance and financial planning development. After completing these demanding courses, I had to sit for a two-day rigorous examination and pass.
After completing the education and examination requirements, I had to have the experience and agree to abide by the CFP ethics requirement. To maintain my CFP certification, I must complete ongoing education requirements and maintain an excellent standard in the community.
By pursuing and achieving the CFP designation, I went several steps beyond what most people in the personal financial planning space do. Don’t you deserve to have the most committed professionals on your team? Contact me now to set up a free no-obligation 20 minute consultation to find out if we are a match or not.