The CFP® Benefit
Not every financial planner is certified. A CERTIFIED FINANCIAL PLANNER™ certification means a financial advisor has fulfilled a number of education and experience requirements set by the CFP Board.
By holding the CERTIFIED FINANCIAL PLANNER™ certification, Raymond Angelo has met rigorous professional standards and has agreed to adhere to the principles of integrity, objectivity, confidentiality, professionalism, and diligence when working with clients. An advisor is required to have a minimum of three years experience in the financial planning process and must develop their financial planning education by completing a comprehensive course of study. This education covers the many facets of financial planning, including insurance, investing, income tax planning, retirement planning, and estate planning.
A CERTIFIED FINANCIAL PLANNER™ professional always puts the client’s interests first and upholds a high level of ethics, objectivity, and professionalism. In holding this certification, Raymond puts his clients’ needs first and only offers them services that are appropriate to their financial situation and objectives.
Angelo & Associates Financial Planning Group believes it’s important for clients to trust their advisor, and working with a CERTIFIED FINANCIAL PLANNER™ professional may help them feel more confident in their financial strategies.