A CERTIFIED FINANCIAL PLANNER™ professional is a financial advisor who acquires a highly regarded certification for financial planning knowledge. In addition to passing the exam and abiding by a set of ethical standards set by the Certified Financial Planner Board of Standards, CFP® professionals are required to have several years of experience in financial planning beforehand.
CFP® professionals are held to a fiduciary standard, which means that they must act in their client’s best interest. They typically begin by addressing your financial goals and evaluating your financial status and whether or not you are in a position to take risks. Some of the ways a CFP® professional offers help is by giving you input on what to invest in, how to save for home down payments, and planning for your future retirement.
Earning your CFP® certification shows that you are committed to stepping up your game and providing excellent service to those in need, working in your clients best interests at all times.
Congratulations to Sarah Nadiri for earning her CFP® certification!
Schedule a meeting with Sarah.