What is a Certified Financial Planner (CFP®)?
Certified Financial Planner (CFP) certification 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 certification 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.
Additionally, you must have thorough training and experience in financial planning and clear the standards of the CFP Board successfully, with respect to the four E's: ethics, experience, examination, and education to become a Certified Financial Planner. The requirement of the code of ethics ensures that CFPs act as fiduciaries, which binds them to make only such decisions that are in favor of their client.
Why use a CFP® as your Financial Advisor?
For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ professional certification has been the standard of excellence for financial advisors and 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.
Choose a Trusted & Certified Financial Planner
Menninger & Associates knows financial planning and has been delivering value to their clients for over 10 years. As a Certified Financial Planner in Norristown, PA, you can expect personalized and professional services from tax planning strategies to retirement planning. Menninger & Associates takes the time to get to know your individual financial goals and circumstances to deliver the best service possible.
Many of our professional financial advisors have Accredited Financial Planner (CFP®) designations. Menninger & Associates also bring to the table over a decade of hands-on preparation expertise collectively. Our goal is to establish a long-term partnership based on trust with our clients. Our principles and loyalty have helped us grow with our clients as we work with them and their changing financial needs.