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Certified Financial Planner™

What is a CFP?

Certified Financial Planner (CFP) is a formal recognition of knowledge in the areas of financial planning, taxes, insurance, estate planning, and retirement (such as with 401ks). Owned and awarded by the Certified Financial Planner Board of Standards, Inc., the designation is awarded to individuals who successfully complete the CFP Board's initial exams, then continue ongoing annual education programs to sustain their skills and certification.


Why use a CFP?

For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ designation has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and must commit to the CFP Board's ethical standards that require them to put their clients' interests first. 

CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to the CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.