Broker Check

We Are CFP® Practioners

Anyone may call him or herself a "financial planner" but only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics, and professionalism. CFP Board's Standards of Professional Conduct require CFP professionals to look out for your interests above their own.

Most people think all financial planners are "certified" but this isn't true -- nor are all certifications the same. To see how we have taken an extra step in our education, examination, experience, ethics and enforcement to make the difference for our clients, follow the link below.

CFP Certification

If you want to meet our Pawtners when you come in for a visit, let us know in advance so we can make sure they're here! (Well...some of them at least!)