Ever wonder what makes a Certified Financial Planner™ (CFP®) different? It’s not just letters after a name — it’s a commitment to comprehensive, client-first financial planning. CFPs go through rigorous education in financial planning, investments, taxes, insurance, retirement, and estate planning — then pass an exam with only a 65% pass rate (CFP Board). But here's what really matters - we're trained to see how everything connects. Some advisors focus on one piece, like investments. CFPs unders
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Ever wonder what makes a Certified Financial Planner™ (CFP®) different? It’s not just letters after a name — it’s a commitment to comprehensive, client-first financial planning.
Wealth Ease Wealth Management. . Ever wonder what makes a Certified Financial Planner™ (CFP®) different? It’s not just letters after a name — it’s a commitment to comprehensive, client-first financial planning. CFPs go through rigorous education in financial planning, investments, taxes, insurance, retirement, and estate planning ...
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