Financial Advisor

Financial Advisor Near Me; Why Choose a CFP® Professional

“Most people think all financial planners are “certified”, but that is not true. Anyone can use the title ‘financial planner’. Only those who have fulfilled the certification requirements of the CFP Board can display the CFP® certification after their name. This certification represents a high level of competency, ethics and professionalism along with being held to a fiduciary standard of care when providing financial planning services. A certified financial planner is required to act in your best interest.”¹

"A certified financial planner is required to act in your best interest."

CFP® professionals must complete a comprehensive course of study at a college or university offering a financial planning curriculum approved by the CFP® Board. Once this course is completed, applicants must then complete and pass the CFP® Certification Exam which tests their abilities to apply financial planning knowledge to real-life situations. “The exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.” ¹ In addition to completing the courses and the exam; CFP® professionals are then held to a high level of standards monitored by the CFP® Board. If the professional is not able to maintain these standards, they can have their CFP certification revoked. All these steps were created to ensure that the client gets thorough and detailed financial planning and advice when dealing with a financial planner or advisor.

Navigation Wealth Management was created and is operated by two certified financial planners. Both of our advisors have completed the CFP® course and gone through the rigorous testing in order to obtain this certification. Because the CFP® course and exam is so thorough in its subject matter, our advisors are able to handle a wide variety of financial needs. Navigation Wealth Management is very proud to offer clients “certified” financial planning.

¹ “Consumer Guider to Financial Planning”

Complimentary Financial Assessment

Whether your retirement is a far off dream or a soon to be realized reality, the navigation steps you take today can help you enjoy financial independence you deserve.

Contact Us To Get Started
Scroll to Top