Did you know that today anyone can claim to be a “financial planner”? It’s true. But not just anyone can call himself or herself a CERTIFIED FINANCIAL PLANNER™ professional.

As a consumer, it’s important to understand the difference. Allow me to take this opportunity to explain why.

I have earned the right to call myself a CFP® professional because I have voluntarily agreed to meet rigorous education, examination and experience standards. I participate in ongoing professional education. And, I follow a strict code of professional ethics and standards of practice.