Certified Financial Planners

Why work with a Certified Financial Planner ™ professional?

Most people think all financial planners are "certified," but this isn't true -- nor are all certifications the same. Anyone may call him or herself a "financial planner," but only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics, and professionalism. CFP Board's Standards of Professional Conduct require CFP® professionals to look out for your interests above their own when delivering financial planning advice.

Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates complete studies on over 100 topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning.

How do you know if you could benefit from a CERTIFIED FINANCIAL PLANNER™ professional?

You may not have the expertise, the time or the desire to actively plan and manage certain financial aspects of your life. You may need help getting started. You may benefit from an objective, third-party perspective on what are often emotional, difficult decisions. In today's hectic world, it can be beneficial to have a CFP® expert to make sure you stay focused and follow through with your financial plans.

Certified Financial Planners Stephen Pease and David Smiley with client