If you need your whole financial life pulled together, a CFP® professional is uniquely qualified to help. What separates a CERTIFIED FINANCIAL PLANNER™ professional from other advisors is rigorous training and standards to offer you the best planning and advice. CFP® professionals are evaluated comprehensively in six specialty areas to provide a holistic approach to planning: retirement, estate, taxes, investments, budgeting and insurance. They are also bound by ethical standards to ensure that the financial planning advice they provide puts you, the client, and your goals and needs, first.
While many CFP® professionals can and do sell financial and insurance products, they are first and foremost committed to the planning process and partnering with their clients to help achieve their goals