What a CFP® professional can do for you

A Financial Advisor and CFP® professional at Wells Fargo Advisors works with you to develop a strategy tailored to your needs using a variety of products and services.

Taking inventory of your total assets

You will receive a detailed inventory of your financial assets to find out exactly where you stand. This includes the current price, profit or loss, income, and current yields on items held in your portfolio.

Developing a flexible investment plan

Through an interactive investment planning approach, I will help you identify your financial priorities in light of current conditions and then make adjustments as your life and the markets change.

Assisting in estate planning strategies

I will help evaluate whether certain techniques are appropriate for your individual circumstances. I will use a team approach to coordinate the wealth transfer strategies with you and your attorney.

Coordinating 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 and that it is coordinated with your attorneys and accountants on your behalf.

Click HERE to go to the CFP® website or HERE to learn about The Ideal Client.

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 (AR, AZ, CA, CO, FL, GA, IL, KY, LA, MA, ME, MO, OK, SC, TN, TX, UT). 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.

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

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