Certified Financial Planner™ (CFP) Professional


We strongly encourage you to consider hiring an independent CERTIFIED FINANCIAL PLANNER™ (CFP) professional. We service Rochester, NY and although anyone can call themselves a “financial planner,” only those who are certified by the Certified Financial Planner  (CFP) Board of Standards, Inc. may use and display the CFP® certification marks. CFP® certification represents 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.


A Certified Financial Planner (CFP®) has to complete what the CFP Board calls the four Es: education, examination, experience, and ethics. CFP® planners are certified to advise on everything from taxes to insurance to estate planning, and are required

to complete ongoing continued education requirements which includes passing a comprehensive 10-hour (2 day) examination.


CFP® professionals must have a minimum of three years’ experience in the financial planning process prior to earning the right to use the CFP® certification marks. This hands-on experience guarantees that CFP® professionals have practical financial planning knowledge, so you can count on them to help you create a realistic financial plan that fits your individual needs.


When it comes to ethics and professional responsibility, CFP® professionals are held to the highest of standards. CFP Board's Code of Ethics outlines CFP® professionals’ obligations to uphold principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. The Rules of Conduct require CFP professionals to put clients’ interests above their own, and to provide their financial planning services as a "fiduciary" — acting in the best interest of their financial planning clients. CFP® professionals are subject to sanctions if they violate these standards.

For more details regarding the CFP® certification requirements we encourage you to

visit www.cfp.net