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What is a CFP®?

Today, many people offering financial advice call themselves “financial planners.” But many of those individuals don’t offer the comprehensive advice that is the essence of good financial planning. True financial planning encompasses guidance regarding investments, insurance, taxes, retirement planning and more.

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What is a CFA?

The Chartered Financial Analyst® (CFA) designation is one of the most sought-after and respected certifications for financial professionals, particularly in the area of investment management. Only those individuals who have successfully completed the rigorous requirements set forth by the CFA Institute are eligible to use the CFA designation.

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What is a Fee-Only Advisor?

In the financial planning industry, financial advisors are paid either by charging fees or earning commission.

Commission-only advisors earn their income by selling financial products such as insurance or mutual funds, or they may earn a fee for trades they execute.



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