P. Kevin O’Brien Wealth Management Group

What is the CFP® Certification?

CERTIFIED FINANCIAL PLANNER tm and CFP® certification marks are financial planning credentials awarded by the Certified Financial Planner Board of Standards Inc. to individuals who meet education, examination, experience, and ethics requirements.  A CFP® professional has proven competence in all areas of the planning process, including:  financial statement preparation and analysis, investment planning, income tax planning, education planning, risk management, retirement planning, and estate planning.

The CFP® certification requires that a candidate agree to adhere to the CFP® Board’s Code of Ethics and Professional Responsibility and to Financial Planning Standards.  A CFP® professional must also acknowledge the CFP® Board’s right to enforce this code of ethics and practice standards.

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 (AZ, CA, CO, CT, FL, GA, IN, MA, MD, ME, MT, NC, NH, NJ, NY, OH, SC). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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