Why Work with a CFP®

Robert is a CERTIFIED FINANCIAL PLANNER™ Professional.  The mission of the Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP^® and upholding it as the recognized standard of excellence for personal financial planning.  These marks identify those individuals who have met rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed CFP^® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP^® certificants must also meet ongoing continuing education requirements and uphold the CFP Boards Code of Ethics and Professional Responsibility and Financial Planning Practice Standards. 

To learn more about the benefits of working with a Certified Financial Planner™ Professional, please visit www.letsmakeaplan.org.