OUR CREDENTIALS
CFP® CERTIFIED ADVISORS.
We require our advisors to hold the prestigious CFP® designation which has the most rigorous certification requirements in the industry.
ADDITIONAL EXPERIENCE REQUIREMENTS.
We require our advisors to have an additional two years of direct experience with the CFP® Board's time-tested financial planning process.
ADDITIONAL TRAINING & EDUCATION REQUIREMENTS.
We require that our advisors join an approved professional organization to help them learn from their peers & stay current with industry trends.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.