Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and are ethically bound to make recommendations in your best interest.
CFP® Certification is the standard of excellence for Financial Planners. Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource for individuals and families. From budgeting, planning for retirement and saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans – and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task and vital for your financial health. Congratulations Jeremy! In addition to being a licensed Investment Advisor Representative, Jeremy successfully completed the Certified Financial Planner™ Program at the University of Portland and passed the CFP® Exam! After completing the experience requirement, Jeremy will be able to add the CFP® designation to the services that we offer to you.