Financial Planners

In terms of investment advisors, you’ve heard of the titles Chartered Financial Analyst and Certified Financial Planners before. Still, maybe you’re not entirely sure of everything it is that they do. An excellent Financial Planner has more than a CFA certificate – they are skilled at guiding clients through short, medium, and long-term financial goals. They are a financial advisor, fiduciary and – most of all – your partner for advice through all stages of your financial journey.

When it comes to your finances, it’s normal to feel cautious when looking for a financial advisor to provide you with advice. That is why your Financial Planner must be the right fit, and over time, they should be able to build trust and grow with you. As fiduciary, they are professionally bound by professional ethics and legal obligation to put your financial needs ahead of their own.  

A Certified Financial Planner will be able to help you make sense of all the different areas in personal financial planning while developing a financial plan, including:

  • Investments
  • Insurance
  • Spending and saving
  • Cash flow 
  • Retirement planning

Frequently Asked Questions when selecting a Financial Advisor

  • What is a Certified Financial Planner (CFP)?

    A Certified Financial Planner is a type of financial advisor that holds a CFP designation. As licensed financial advisors, they must go through rigorous educational requirements and work experience. A Certified Financial Planner must also adhere to continuing education requirements on an annual basis.

  • What is a Chartered Financial Analyst (CFA)?

    A Chartered Financial Analyst is a type of financial advisor that holds a CFA designation. Charter Financial Analysts must complete extensive education, exams, and work experience to qualify. CFA’s show competence in economics, money management, portfolio construction, and security or risk analysis of different investments. 

  • What is a Financial Advisor?

    A Financial Advisor is a professional with experience and knowledge in tax planning, investment management, estate planning, and personal finance. A Financial Advisor must pass a licensing exam to provide financial advice to clients.

Our Financial Planners

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