Credentials



CERTIFIED FINANCIAL PLANNER®

Richard, Amar and Stephen have earned their CERTIFIED FINANCIAL PLANNER® professional certification. The CFP® professional certification includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, employee benefits planning, retirement and estate planning. To earn the CFP® professional certification, they completed hundreds of hours of rigorous course work and examinations and must adhere to the CFP® professional certification Board's Code of Ethics and Professional Responsibility.