What is a Certified Financial Planner ?
A Certified Financial Planner is one who successfully completes the Certified
Financial Planner Board of Standards' initial and ongoing certification
requirements. The CFP® is a mark owned by the CFP Board and is
only given to those who complete their certification requirements.
The CFP Board is a nonprofit professional regulatory organization founded in 1985 to benefit the public by fostering professional standards in personal financial planning.
To learn more about the Board, their standards and how you, a financial planning consumer, can benefit from working with a Certified Financial Planner, visit their website at http://www.cfp-board.org.
There are many reasons to seek help from a financial planner. You may be considering the purchase of a new home, planning for your children's education or your own retirement, need tax preparation assistance or help managing your asset portfolio. With a staff of Certified Financial Planners, we can help you meet your financial goals. Fill out our Contact Form or give us a call at (415) 819-3065 for a complimentary consultation.