Much like requiring a CPA to do your taxes, we believe only a CFP® should provide your financial plan. At CAISSA, ONLY CFP® professionals serve as our wealth advisors.
No, not all advisors have earned their CERTIFIED FINANCIAL PLANNER™ designation.
Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finance” doesn’t mean just one thing for most Americans – and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.
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” (CFP.net).
CFP® professionals expand their knowledge and stay up-to-date on the latest information through mandatory continuing education courses. If the planner holds a financial planning designation or certification, you can check his background with the relevant professional organizations. To search for CFP® professionals, visit CFP.net or call 866-626-5115.