WorthPointe is proud that our financial advisors have earned the designation of CERTIFIED FINANCIAL PLANNER™ professional, but how does that benefit you? You might be interested to know that individuals who are CFP® Professionals:
Have completed extensive training and experience requirements
Are held to rigorous ethical standards
Understand the complexities of the changing financial climate
Are held to a fiduciary standard of care—required to act in your best interest
Anyone can use the title “financial planner,” but with so much at stake, you want to ensure you’re receiving financial advice from someone who’s invested the time and energy to earn the CFP® Professional designation—which represents a high level of competency, ethics, and professionalism.
Contact us today if you want to start a conversation with one of our CFP® Professionals.