Credentials
When it comes to choosing a financial advisor, one of the most important questions to ask is, “Are you a CFP® professional?”
CERTIFIED FINANCIAL PLANNER® Professionals
We meet the highest ethical and professional standards in the industry
In the financial industry, anyone can call themself a financial advisor or planner. However, a CFP® certification signifies a highly credentialed fiduciary that has met rigorous education and experience requirements.
Our Professional Designations
Chartered Financial Analyst® (CFA)
One of the highest distinctions in the investment management profession, certificants are recognized for their commitment to ethics and professionalism. A Chartered Financial Analyst possesses a strong foundation in investment analysis and portfolio management skills.
Learn moreChartered Alternative Investment Analyst (CAIA)
With a CAIA Charter, professionals have a deep level of knowledge and demonstrated expertise in alternative investments. The CAIA designation helps to better serve clients and their investment needs.
Learn moreCertified Exit Planning® (CExP®)
An Exit Planning professional empowers business owners to exit their businesses by delivering customized solutions that help business owners achieve their financial goals.
Learn moreNAPFA-Registered
Advisor
A NAPFA-Registered Financial Advisor is a highly qualified, Fee-Only fiduciary who provides comprehensive financial planning with a commitment to putting clients’ best interests first.
Learn moreCertification requirements that ensure your peace of mind
Our CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are.
Education
Our CFP® professionals must master nearly 100 integrated financial planning topics.
Examination
Our CFP® professionals must pass a comprehensive, 170-question, 6 hour exam testing their ability to apply financial planning knowledge in an integrated format.
Experience
Our 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
Our CFP® professionals agree to abide by a strict code of professional conduct.
We always stay up to date with current changes and developments in the financial planning field
We have a commitment to the CFP Board to expand our knowledge and stay informed through mandatory continuing education.
We have a fiduciary duty to our clients
Being a fiduciary goes beyond tailoring recommendations to a client's goals and circumstances. It means placing client's interests above our own interests. It means always acting in the client's best interest. It means disclosing any conflicts of interest.
