I’m Now a CFP® Professional, How Does this Benefit You?

I’m Now a CFP® Professional, How Does this Benefit You?

Well friends, family and colleagues, I’m happy to announce that after a few years of battening down the hatches in the library after work, putting in the required work hours and trying to not stare at the ceiling for too long during a grueling 6 hour exam I have finally become a CERTIFIED FINANCIAL PLANNER™ professional.

CF… What?

When I tell most people that I’m a now a CFP® professional I usually get a sincere congratulations followed by the inevitable question of “Great, what does the ‘CFP’ in CFP® Professional mean?”  Jeeze, glad I worked so hard for that one…

I get it though.  CFP® professional isn’t nearly as sexy as CPA, MD, PHD or pretty much any other alphabetical arrangement you can think of at the end of a name.

On the surface, a CERTIFIED FINANCIAL PLANNER ™ or CFP® Professional is a financial planning expert who adheres to the highest ethical and professional standards in the financial planning industry.

Well that’s fantastic but how does this help you?

1.You’re working with the most recognized certification in personal financial planning

According to a 2015 independent research survey by Cerulli Associates, Inc. only 21% of all financial advisors have the CERTIFIED FINANCIAL PLANNER ™ certification.

This means that when you’re working with a CFP® Professional such as yours truly, you can have the confidence in knowing that whatever financial issues that I help you handle, I’m always held to incredibly high professional and ethical standards set forth by the CFP Board.

2. When it comes to Financial Planning, I’m Your Fiduciary

By having the CFP® Professional marks I am held to the fiduciary standard when I conduct financial planning.  In plain English, any financial planning recommendations I make must always look out for the best interest of you before my own.

While I strived to fulfill this standard with everyone I served even before I was dubbed with the CFP® marks, I’m now bound by the CFP Board’s Standards of Professional Conduct; part of which is to put your best interests first during the financial planning process.

3. I’m credentialed in personal finance and specialize at looking at your entire financial picture

Your financial life is complicated and can’t be simplified to just your 401k at your job, an IRA you opened 5 years ago or an inheritance from a relative.  Every aspect of your financial life must be examined through a holistic lense and that’s what the certification process prepared me to do.

Plus, who wouldn’t want a credentialed expert on their side?  Especially when it comes to your own financial well-being.

4. To be your financial advocate

As I mentioned before I’m here for you and whatever financial need you may have.

  • Have a question about how your 401k works?
  • Thinking of getting married and need to know how this will impact your and your spouse’s finances?
  • Need to know what retirement plan best suits your up and coming business?
  • Want to know the best way to save/invest an inheritance for a relative?

No matter how insignificant or mundane you think your financial related question may be, I’d be happy to answer it or point you in the right direction to get an answer.

After all, my goal is to help you clarify, monitor and achieve your financial goals through being your personal advocate that you can reach out to anytime.

It’s All About You

This certification represents a personal accomplishment that I’m incredibly proud of but I really did this to better serve you, the people I help on a daily basis.

Sure letters at the end of one’s name look wonderful but the most important aspect of the CERTIFIED FINANCIAL PLANNER ™ Certification cannot be overlooked.

I worked hard for the certification so I can better serve YOU and Your financial goals, dreams and aspirations.  The CERTIFIED FINANCIAL PLANNER ™ certification simply better equips me to do so.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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