My CFP® Certification Advantage

The Benefits of Working with a CERTIFIED FINANCIAL PLANNER™ Professional

Not all financial planners are certified. In fact, only 20% of all financial advisors hold the CFP® certification.* The CERTIFIED FINANCIAL PLANNER ™ certification is conferred by the Certified Financial  Planner Board of Standards and is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, risk management, investments, tax planning and management, retirement and employee benefits planning, and estate planning.

Additionally, practitioners must abide by a strict code of professional conduct and ethical responsibilities. Once certified, they must complete continuing education courses every two years to stay current with financial planning developments and best practices.

This credential demonstrates my commitment to my clients and to my profession — symbolizing the integrity, knowledge and service excellence I strive to deliver. To find out more about the CFP® designation and the certification process, visit the Certified Financial Planner Board of Standards’ website at