THE STANDARD OF EXCELLENCE
 

In 2019, I achieved my CFP® designation because I wanted to elevate my financial planning practice.  As my career has progressed, I’ve learned that financial planning is much more than just accumulating assets.  It’s the ability to take many relevant financial areas of an individual’s life and apply it in a cohesive plan that allows them to accomplish goals beyond what they thought was possible.

Why a CFP Professional?

  • Clients of CFP® professionals report they are more likely to recommend them to others than clients of non-certified advisors (86% compared to 67%).

  • Working with a CFP® professional ultimately removes the negativity consumers experience relating to their finances and instead elicits feelings of confidence, optimism, ease and security.

  • Managing personal finances is stressful. Partnering with a CFP® professional provides a roadmap toward confidence and feeling at ease.

Mark of Excellence

  • (86%) Percentage of consumers that prefer an advisor who has passed a certification exam and rigorous education program.

  • (81%) 4 out of 5 consumers prefer an advisor who takes all areas of their financial life into account.

  • (90%) Percentage of consumers that see an advisor's certifications as important.
     

CFP® professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification.