Why Work with a Certified Financial PlannerTM
Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Financial planners can provide you and your family with guidance over your lifetime, or work with you to address specific concerns as needed. A Certified Financial Planner ™ can play a central role in helping you meet your goals and achieve financial well-being.
Identifying a financial planner who is ethical, competent, and trustworthy should not be taken lightly. Your future depends on the choices you make. Firm President, Keegan Denn is a Certified Financial PlannerTM professional. What does this mean for you?
A Mark of Quality
Certified Financial PlannerSM and CFP®are certification marks owned in the U.S. by the Certified Financial Planner Board of Standards Inc. (CFP Board), which can help you identify financial planners who are committed to competent and ethical behavior when providing financial planning. A Certified Financial PlannerTM has taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes meeting demanding requirements.
The public’s growing need for objective financial advice has placed the CFP® certification at the forefront of the financial planning profession.
Why Certification is Essential
Anyone can call himself or herself a “financial planner.” But only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks. The CFP® certification ensures that the person you choose as your financial advisor is competent and ethical. When you work with a CFP® practitioner, you are the focus of the financial planning relationship, and your needs drive the financial planner’s recommendations. CFP® practitioners follow certain standards – called Financial Planning Practice Standards – when providing financial planning. These standards are based on the six step financial planning process. This holistic approach distinguishes financial planning practitioners from other professional advisors who typically focus on only one area of a person’s financial life.
How the CFP Board’s Code of Ethics Benefits You
Through the Code of Ethics, CFP® practitioners agree to act fairly and diligently when providing you with financial planning advice and investment management services, putting your interests first. The Code of Ethics states that CFP® practitioners are to act with integrity, offering you professional services that are objective and based on your needs.
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