A few years ago the CFP Board of Standards, Inc. initiated a public awareness campaign. Their goal is to educate the public on the importance of working with a qualified …
If They’re Not a CFP® Pro, You Just Don’t Know
Tag Archives: certified financial planner
What is a CFP® Professional?
Take a look at this short video from Mike Minter about what it means to be a CFP® Professional:
Is Financial Synergies Right for You?