As a financial planner, I chose to pursue voluntary certification as a CERTIFIED FINANCIAL PLANNER™. This certification requires that I act solely in my client’s best interest when offering personalized financial advice. Directly stated, “My clients’ needs come first!”

“CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.” – CFP® BOARD

For more information on the CFP® certification including the rigors of assessment required to obtain this certification, please visit