I’m proud to announce that I have recently earned the right to use the CFP® marks after years of working in the financial services industry and passing the comprehensive, day-long CERTIFIED FINANCIAL PLANNER™ exam.
The CFP designation is the highest standard for financial planning advice. While it’s highly recognized, it’s far from common because of the rigorous requirements. Only about 20% of all financial advisors in the industry can claim this distinction. Far few than that, less than 1%, choose the route I have and also commit to being “fee-only” financial advisors, which means I do not get compensated by product sales or commissions.
Personal financial freedom and security are common goals we all have. At various times in your life you may need help learning how to get there as life changes come up. When that happens, it’s a good idea to seek out independent, trusted advice. When you choose a CFP® professional, thanks to the standards set by the CFP Board, you’ll know that you’re getting someone who has the expertise to help you navigate an increasingly complex and changing financial landscape.
It’s not just about my knowledge or credentials — part of the benefit of working with me is that I can provide you with a new set of eyes and fully independent experience. I’ll shed new light on potential solutions to your financial struggles and focus on steering you toward financial freedom. I’ll review your goals and values with you, apply the right strategies at the right time, and provide holistic financial solutions.
After spending years in the finance industry and getting my MBA, I founded North Financial because I saw a real need to bring effective and affordable financial planning tools and advice to young professionals because many of us aren’t currently served by the financial services industry. I also want to help aspiring entrepreneurs take the right steps to ensure success and create financial freedom for themselves. Passing this milestone and earning the CFP credential will make me even more effective as a trusted advisor to my clients.
About the CFP Certification
I’ve worked hard to add this to my list of credentials. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed extensive financial planning coursework, and have passed the comprehensive CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement, employee benefits, and estate planning.
As a CFP® professional, I’m required to maintain my certification through continuing education, so I will always stay up-to-date and be able to share with you information about the latest financial planning strategies and techniques. I will also uphold the CFP Board’s Standards of Professional Conduct and Code of Ethics and Professional Responsibility, which are rigorously enforced.
About the CFP Board
CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification. The board grants the CFP® certification and works to uphold it as the recognized standard of excellence for competent and ethical personal financial planning.
If you have any questions or would like a holistic analysis of your current financial situation, I’d love to hear from you. Feel free to contact me directly to schedule a convenient time to talk.