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What Is A CFP® Professional?

Client Centered

CFP® stands for Certified Financial Planner™. In order to earn this designation, we had to fulfill the following requirements:

CFP® Requirements

We believe the CFP® program to be the most comprehensive accreditation earned by financial professionals advising clients today. We are also held to the highest ethical standard; we are charged to always do what is in the best interest of the client, not just what might be "suitable".

For more information on what a CFP® is, go to

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