Why Hire a CFP?



According to the CFP Board, nine out of ten consumers say they would feel more confident working with an advisor who holds a financial planning designation1



Because the CERTIFIED FINANCIAL PLANNERTM certification is one of the most rigorous continuing education programs in the industry and is widely regarded as the highest standard for professionals who deliver financial advice.  That means investors can trust their CFP® not only possesses an advanced understanding of even the most complex financial planning strategies and challenges, but also commits to the highest level of ethical conduct.


  • Be a trusted Fiduciary advisor, putting your needs above their own as part of their best interest obligation 
  • Demonstrate planning expertise in theory and practice, thanks to rigirous educational and experiencential requirements
  • Maintain the highest ethical standards, as required by the CFP Board's Standards of Professional Conduct 


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements


1. The CFP Board, 2017; https://www.cfp.net/about-cfp-board/why-cfp-certification-matters