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We are CERTIFIED FINANCIAL PLANNER™ professionals.  As increasing numbers of people in the financial services industry call themselves “financial advisors”, financial planning professionals need a way to differentiate themselves. A professional who has earned the CFP® designation has met the requirements in the areas of Education, Examination, Experience and Ethics. Our CFP professionals have passed a comprehensive 2 day examination on the following graduate level courses: Estate planning, investments, employee benefits, taxation, insurance and comprehensive planning. A CFP® must have a minimum of 3 years’ experience working and giving financial planning advice. They must also complete annual education of 30 hours per year.

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