Broker Check

333 North Wilmot Road | Suite 340 | Tucson, AZ 85711
Tel: 520.512.8832 | Fax: 520.512.8833

  

Our Qualifications

The importance of using a CERTIFIED FINANCIAL PLANNER® Professional.

As a potential or current client, collaborating with a CERTIFIED FINANCIAL PLANNER™ provides you with the reassurance of attaining your financial goals.  In addition to meeting a high standard of education and career experience requirements, CFP® professionals possess credibility at both an ethical and professional standpoint.

Prior to certification, CFP® practitioners must complete a CFP Board-approved financial planning curriculum—mastering almost 100 integrated financial planning topics (investments, insurance, retirement planning, risk management, etc.), while also committing to continued educational classes, including a code of ethics course.

Furthermore, CFP® professionals are required to pass a 10-hour CFP® Certification Exam that tests their financial planning knowledge on an integrated level, and accumulate at least three years of personal financial planning experience.

In the final step, CFP® practitioners concede to a strict code of professional conduct, known as CFP Board’s Code of Ethics and Professional Responsibility.  This clause lays the groundwork for an advisor’s commitment and ethical responsibility to the public, clients, and employers.  In addition, the Code of Ethics prompts CFP® professionals to remain fair and diligent when providing financial planning advice and services, putting your interests first.

Source: Certified Financial Planner Board of Standards, Inc.

“CFP® Certification: The Standard of Excellence Copyright ©2017, Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission.”