What does CFP® Mean?

CFP®, Certified Financial Planner − Someone trained in insurance, investments, taxes, retirement planning, estate planning and the financial planning process. CFP® certification is the standard of excellence.

“Although many professionals may call themselves ‘financial planners’, CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest” – CFP Board

The Benefits of Having a Certified Financial Planner™

Some people decide to do their own financial planning, but you may want to seek help from a Certified Financial Planner™ professional if you:

  • Want to better manage your finances, but aren’t sure where to start.
  • Don’t have time to do your own financial planning.
  • Want a professional opinion about the plan you’ve developed.
  • Don’t have sufficient expertise in certain areas such as investments, insurance, taxes or retirement planning.
  • Have an immediate need or unexpected life event.

If any of the above questions apply to you, it may be time to schedule your Complimentary Consultation with a Certified Financial Planner™ professional.

Learn about the Seven Traits of a Financial Advisor.
Evan’s Code of Ethics & Professional Responsibility.