Working with CFP® Professionals
CERTIFIED FINANCIAL PLANNER™ professionals John K. Debczak, Managing Director Investment Officer, and Robert J. Sullivan, Executive Vice President, have completed extensive training and are held to one of the highest ethical and educational standards. As CFP® professionals, we strive to understand the complexities of the changing financial climate and are required to make investment planning recommendations in our clients’ best interest.
Therefore, no matter where you are in life, we believe you’ll find confidence in working with our CFP® professionals to evaluate your finances and develop a comprehensive plan for your financial future.
Qualifications of a CFP® Professional
To earn the CFP® certification from the Certified Financial Planner Board of Standards, Inc., we have met rigorous education, examination, experience, and ethics requirements.