Independent Financial Firm

When you work with a CFP® professional, you’re working with someone who adheres to the highest fiduciary standards of financial planning. It’s our professional and ethical obligation to work in your best interest.


The CFP® certification requires:

  • The mastery of nearly 100 integrated financial planning topics
  • The completion of financial planning curriculum, approved by the CFP Board
  • The successful completion of the comprehensive CFP exam

The CFP program provides applied and integrated training to ensure the highest quality of care to clients. Whether it’s planning for retirement or dealing with life’s many surprises, CFPs® offer the knowledge and expertise to help you achieve your goals at every stage of your journey. To find out how this trusted service can help you, get in touch HERE.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, ID, MS, NV, OH, UT, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.