I am the only Certified Financial Planner™ in the local area with a Chartered Financial Analyst designation and MBA. My specialties are retirement planning and managing portfolios. I am differentiated from other advisors in that I have the education and professional investment experience to help give you more confidence in your financial future.

Why work with a CFP®?

I have a vast knowledge of financial planning and have completed the many education, examination, experience, and ethical requirements of the Certified Financial Planner™ accreditation, which has long been considered the gold standard of the financial planning profession.

Why have a CFA manage your investments?

I have passed the exams that are widely regarded in the global financial industry as a rigorous test on current investment knowledge, analytical skill, and ethical standards.

What is a Certified Financial Planner™ (CFP®)?

A Certified Financial Planner™ (CFP®) professional is accredited by the Certified Financial Planner Board of Standards as having demonstrated financial planning technical knowledge, experience, and adherence to a client-centered code of ethics.
Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization that fosters professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics, and other requirements for CFP® certification.

The mission of the Certified Financial Planner Board of Standards is “to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.”

Why work with a Certified Financial Planner™?

CFP® certification has become the recognized standard of excellence for personal financial planning. The requirements for attaining and maintaining the Certified Financial Planner™ designation are rigorous. Consumers increasingly choose Certified Financial Planners™ because of these rigorous educational and ethical requirements.

CFP® education requirements

CFP®s develop theoretical and practical financial planning knowledge by completing a comprehensive course of study at a college or university offering financial planning curriculum registered with the Certified Financial Planner Board of Standards. To maintain their certification, CFP®s must complete a minimum of 30 hours of financial planning continuing education every two years. Two of these hours must be spent studying the CFP Board’s Code of Ethics and Professional Responsibility or Financial Planning Practice Standards. CFP® continuing education requirements are among the strictest of all financial planner credentials and help CFP®s better serve clients and stay current with developments in the financial planning profession.

CFP® examination requirements

CFPs® must pass a two-day, 10-hour CFP® Certification Examination that tests their ability to apply financial planning knowledge to real-life financial planning situations. The exam is based on a list of financial planning topics that reflect skills needed to perform comprehensive financial planning, as determined by periodic surveys of practicing CFP®s. The exam covers the general principles of financial planning, employee benefits planning, investment planning, income tax planning, retirement planning, estate planning, and insurance planning and risk management.

CFP® experience requirements

Before receiving the CFP® certification, a financial planner must complete three years of work experience, including the supervision, direct support, teaching, or personal delivery of the personal financial planning process to a client. This ensures that CFP®s can apply their financial planning knowledge in real-world client situations.

CFP® ethics requirements

As a final step to certification, CFP® practitioners must pass an ethics review and agree to abide by the CFP Board’s Financial Planning Practice Standards and a strict code of professional conduct, known as the CFP Board’s Code of Ethics and Professional Responsibility. The Code of Ethics states that CFP® practitioners must act with integrity and offer professional services that are objective and based on client needs.

If you’re looking for a CFP® in Massachusetts or Rhode Island, you’ve come to the right place. I currently serve clients in communities from Boston to Providence.

Contact me for a free, no obligation financial planning consultation.