Frequently Asked Questions
What is a CERTIFIED FINANCIAL PLANNER™ or CFP®?
A certified financial planner is a financial adviser who has earned a CFP® certification. CFP®s must complete certain education, training and exams and have thousands of hours of practical experience. The CFP® Board of Standards administers and manages all initial and ongoing certification requirements.
What is a Certified Divorce Financial Planner® (CDFA®)?
A CDFA® is a financial professional who has the requisite test results and experience level to be certified to help people navigate the specific money issues that come up during a divorce.
What is a Fiduciary Financial Advisor?
A fiduciary financial advisor is an investment professional who is licensed with the United States Securities and Exchange Commission (SEC) or state regulators. Fiduciary advisors are important for clients because they are legally required to put clients' interests ahead of their own.
How to Read Your Investment Statements?