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The Significance of our Qualifications

Certified Financial Planner™ (CFP®)

The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing rigorous certification requirements, including completing education and examination requirements. When properly used, they represent standards of excellence for personal financial planning and demonstrate commitment to uphold these standards.

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