The standards by which we conduct our business and the commitment we bring to our clients.

Our Standards

The mission of the Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP Certification and upholding it as the recognized standard of excellence for personal financial planning.

Our Commitment

We are dedicated to our clients.  We believe in one word:  Excellence.

We think this commitment shows in all our services.