Our Advisor's are Certified Financial Planers (CFP®)
What is a CFP® and Why you should choose it!
Your trust is our most valuable asset. That is why JPJ Advisor's choose to work as Certified Financial Planners (CFP®).
Anyone can call themselves a financial planner. However, a CFP® must earn the title through years of hard work. Most importantly, our advisor's are fiduciaries. That means they are legally and ethically bound to always put your best interests first.
What are the differences between a Finacial Planner and a
CFP® Professional?
CFP® CERTIFICATION REQUIREMENTS
In order to call themselves a CERTIFIED FINANCIAL PLANNER® professional, our advisors must meet rigorous education, examination and experience requirements and commit to high ethical and professional standards. Here are the four core requirements for a CFP® Professional.
Education•Examination•Experience•Ethics
What are the Fiduciary Stadard of a CFP®?
Let one of our Certified Financial Planners (CFP®) help you create your plan today!
“What is a CFP® Professional?”© 2024 CFP Board. All rights reserved. Reprinted with permission.