Oct 2 in General discussion
CFP Fiduciary Financial Advisor
Hi all, I am looking forward to getting to know you all and your businesses. Just a little introduction about myself, I am a CFP professional. I am a fiduciary wealth planner who work with clients on their financial plan. We provide comprehensive services where we bring together a CFP, CPA, and estate attorney to discuss your situation. There is a lot of misinformation out there and a lot of people call themselves a financial advisor. We distinguish ourselves from the rest by being highly certified and answer to the CFP board. We also love educating our clients and having financial literacy be more inclusive of different backgrounds within our population.
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CFP Fiduciary Financial Advisor
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