What is a
Certified Financial Planner?

A Certified Financial PlannerTM’s first obligation is to the client. The CFP© designation is an indicator of knowledge and ethical integrity that should put you at ease about their capabilities of your financial support.

The CFP© designation is regulated by The CFP© Board (www.cfp.net)  which is a non-profit organization that sets and enforces  professional standards for financial planning. It issues certifications to professionals who have undergone an educational process, passed an examination and have a of experience that the board has determined necessary to maintain high-level standards of the profession.

Personalized financial strategies begin with 360 degree vision.