Our financial planners have worked hard to earn their CERTIFIED FINANCIAL PLANNER™ certification. This certification is granted by the Certified Financial Planner Board of Standards, Inc. (CFP Board) and requires individuals to have met the following standards:

Education – CFP® professionals must earn a bachelor’s degree and complete comprehensive financial planning curriculum approved by the CFP Board in the areas of investment, insurance, taxes, retirement and estate planning.

Examination – All CFP® professionals must successfully complete the CFP Board's comprehensive two-day, 10-hour CFP Certification Examination.

Experience – CFP® professionals are required to have a minimum of three years of financial planning experience prior using the CFP® mark.

Ethics – CFP® professionals must pass an ethics review and agree to abide by the CFP Board's Planning Practice Standards and a strict code of professional conduct.

In addition, our planners also take at least 30 hours of continuing education in financial planning every two years to maintain this distinction.

For more information on what it means to be a CERTIFIED FINANCIAL PLANNER™ professional, please click here.