The CFP® Difference

When selecting a financial planner, you are choosing an individual who will assist you in all aspects of your financial plan. This business professional should be trustworthy and care about your personal situation.

Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.

So why should you choose a CERTIFIED FINANCIAL PLANNER™ professional to help you make important financial decisions?

• A CFP® is held to a higher standard of ethics, experience, and professionalism than a financial planner who has not been certified.
• Every CFP® has at least three years of experience in the financial planning process prior to becoming a CFP®.
• Every CFP® must pass a comprehensive examination that tests their knowledge of all aspects of financial planning.
• A CFP® must continue their education in order to maintain approved standards of excellence.

Our advisor, Martin Spillane is a CERTIFIED FINANCIAL PLANNER™ professional and has met all of the above criteria issued by the CFP Board.