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Why CFP® Certification Matters

Although many professionals may call themselves “financial planners”, only those who have completed the extensive training and requirements of the CFP® Board can call themselves a Certified Financial Planner™. CFP® certificants have met the Board’s education, examination, and experience requirements. They also agree to adhere to high standards of ethical conduct, annual continued education, and pledge to keep their clients best interests as the top priority. For more information on the CFP® designation, please visit www.cfp.net.

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Don Petricic, CFP®
Tom Phillips, CFP®
Evan Church
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Certified Financial Planner®
Certified Financial Planner™