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What is a CFP®

What is a CFP®?

We take pride in the fact that Rob, Dan, and Denise are all CFP® professionals. 

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. A CERTIFIED FINANCIAL PLANNER™ certification, or CFP®, means a financial consultant has met experience requirements and successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies, and they commit to CFP Board's ethical standards that require them to put their clients' interests first.

Client Centered

CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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