CFP® certification
What is Certified Financial Planner professional?
CFP® certification is the standard of excellence for the financial planning profession. All CFP® professionals commit to CFP Board that they will comply with CFP Board's Code of Ethics and Standards of Conduct. This helps give clients confidence they're partnering with a financial advisor who will put them on the path to a secure future.
FINRA BrokerCheck
BrokerCheck is a free tool created by the Financial Industry Regulatory Authority (FINRA)
to research the background and experience of financial advisers and firms. BrokerCheck helps you make informed choices about selecting your next advisor.