Broker Check

What is a CFP®?

What is a CFP®?

CFP® professionals are held to strict ethical standards to ensure wealth planning recommendations are in your best interest. What’s more, a CFP® professional must pass the comprehensive CFP® Certification Exam and demonstrate years experience related to delivering wealth planning services to clients before they can call themselves a CFP® professional.
The CFP Board defines the CFP® as a "Mark of Excellence" and that "CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow".

Learn More About Being A CFP®

Have a Question?

Thank you!