Guiding your financial future

414-777-0491

Why A Certified Financial Planner (TM)

 

 

Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks. When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP® certification provides that sense of security by allowing only those who meet the requirements the right to use the CFP® certification marks.

 

 

Excerpt  taken from:  Why You Should Choose A CERTIFIED FINANCIAL PLANNER™ PRACTITIONER

 

Copyright © 2002_2007, Certified Financial Planner Board of Standards Inc. All rights reserved.

 

 

Securities and financial planning offered through LPL Financial, a Registered Investment Advisor,

Member FINRA/SIPC./ LPL Financial and The Financial Centre are separate and unrelated

companies. LPL does not provide tax or legal advice.