What is a CFP?

All of our primary advisors have earned the CFP® Certification. Those advisors include:

• Bill Ramsay, CFP®
• Chad Smith, CFP®
• Allison Berger, CFP®
• Will Holt, CPA, CFP®

CFP® is the highest standard in the industry for financial planning credentials. CFP® certification requires meeting rigorous professional standards including:

• completion of a CFP® Board Certified education program
• passing a comprehensive examination
• fulfilling three years of full-time industry relevant work experience
• complying with the CFP® Board Code of Ethics
• ongoing, yearly continuing education.