You Should Work With A CFP® Professional


The reason I got in this industry was to help people. I wanted to work with people on a personal level and help them obtain their financial goals. I had a lot of reservations mainly due to my age. I kept thinking that no one would listen to me, because I was so young and didn’t have any experience, heck what did I know.

So, for several reasons buy mainly the reason to serve the clients who trust me with their financial future, I decided to get my CFP® certification. If you aren’t familiar with the CFP® it is the CERTIFIED FINANCIAL PLANNING ™ certification that puts me on the same knowledge level of any other advisor.

The CFP® certification itself is obtained by completing two years of course work, working in at least 3 years in the financial services industry, and passing a grueling 6 hour exam. The topics range from taxes, investing, estate planning to, of course, financial planning.

By obtaining the CFP® certification  it signifies the competence I can now claim in those areas. Basically I can get real with you on multiple topics/subjects.

But wait there’s more! That’s right, the CFP® certification is not just about competence. It is certification to show that I am a fiduciary. This means, I have a legal obligation to put my clients interest first. Let’s face it, the financial industry gets a bad rap, due to the Bernie Madoff’s of the world. But, this shows that my commitment to doing what’s right is firm. It was never my intention to study for 2 plus years of my life for no reason. I wanted to be able to show clients I truly believe in putting their interest above my own. I don’t get a raise or any special prize, but I do get the benefit of literally showing any potential clients my commitment to all the above values.

So on November of last year, I successfully passed my exam, the last hurdle to obtaining the certification . A proud moment for me as it was 3 years in the making.

I’m not saying I’m a changed man, but I’m excited to be able to show not just through my actions, but through this certification that I want to do what’s best for you. I hope one day you will take me up on my offer for a free strategy session to better help you live the life you want.

Also, if you want to find out more information on the CFP® certification visit this website:

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