What is a CFP® Professional?

What is a CFP® Professional?

A Financial Advisor who has earned the CERTIFIED FINANCIAL PLANNER™ professional or CFP® Professional certification has demonstrated skill in analyzing and developing personal long-term financial strategies. He or she has completed hundreds of hours of rigorous planning courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10 hour comprehensive examination administered according to the Certified Financial Planner Board of Standards.

 

What a Financial Advisor who holds the CFP® can do for you

  • Take inventory of your total assets
You'll receive a detailed inventory of all of your financial assets so you can find out exactly where you stand.

  • Provide a review with you
This computerized evaluation puts your total securities portfolio in perspective by providing you with the current price, profit or loss, income, and current yield on items held in your portfolio.

  • Assist in wealth preservation
I will help evaluate whether certain wealth preservation techniques - such as a trust - are appropriate for your individual circumstances. I will use a team approach to coordinate wealth preservation with you and your attorney.

  • Coordinate the implementation of your plan
Any investment strategy, no matter how well designed, is of little value unless it is implemented and maintained. I will help ensure that your investment plan is put into action. We can coordinate with your attorneys and accountants on your behalf.
BAIRD FINANCIAL MANAGEMENT

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, CA, FL, GA, KY, MS, NC, TN). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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