we are one of the oldest and largest independent financial planning firms in the area, and our cfp® professionals have nearly 400 years of combined experience. we adhere to a formal code of ethics and continuing education requirements that far exceed the average financial professional, allowing us to provide the most comprehensive and up-to-date advice. almost anyone can call themselves a financial planner, but only those who have fulfilled the rigorous certification and renewal requirements of the certified financial planner board of standards, inc. can use the cfp® designation. one works for the firm. the retirement planning process is designed to give you a clear picture, perhaps for the first time, of where you stand financially. in order to meet your financial goals, the need for a well-diversified and professionally managed investment plan is critical.
their attitude is “don’t count on it because it may not be there.” our clients appreciate the fact that all of their personal finance and legal affairs can be coordinated and handled by professionals at the same location. every saturday from 9 to 10 a.m. est, the certified financial planner™ professionals from certified financial group host “on the money!” for almost 30 years, on the money has been central florida’s most listened to financial, call-in radio program on news 107.3fm & 580am wdbo and now on facebook live. she trusted her husband’s management skills but didn’t have the knowledge to evaluate our proposal and our assurances that she has adequate funds to last her lifetime. she was a frequent listener of ‘on the money,’ and her 80 year-old father who was in extremely poor health had been working with another advisor for the past several years. we were able to get everything transitioned to cfg in early 2019 and we continue to get the portfolio rebalanced to align with a more conservative risk profile. since 1976, professionals at certified financial group, inc. have delivered retirement planning and investment management, providing peace of mind to countless families across the country for a fee.
we seek to simplify complex financial terms and investment options, offer honest advice, and guide you along the way. at cfs, we approach your financial situation from a multi-dimensional perspective while building long- term, trusted relationships. you are our priority and we have built our firm around helping you succeed. our services span from investment management to financial planning, but one thing stays the same: we are committed to you. planning for only one life event would be like having only one puzzle piece and expecting the picture to come together. committed to our holistic planning approach for over 35 years, we work diligently to create the proper strategies that optimize your wealth-building potential and financial well-being.
the information in this material is not intended as tax or legal advice. some of this material was developed and produced by fmg suite to provide information on a topic that may be of interest. the opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. we take protecting your data and privacy very seriously. this website is intended for general public use and is for educational purposes only. please contact a financial professional for guidance and information that is specific to your individual situation. osj: 52 forest ave, paramus, nj 07652, (201) 843-7700. pas is a wholly owned subsidiary of the guardian life insurance company of america® (guardian), new york, ny.links to external sites are provided for your convenience in locating related information and services.
the certified financial planner designation is a professional certification mark for financial planners conferred by the certified financial planner board of standards in the united states, and by 25 certified financial planner™ certification is the standard of excellence in financial planning. cfp® professionals meet rigorous education, training and since 1976, professionals at certified financial group, inc. have delivered retirement planning and investment management, providing peace of mind to countless at cfs, we approach your financial situation from a multi-dimensional perspective while building long-term, trusted relationships. to us, you’re not just a, cfp certification, cfp certification.
a certified financial planner is a type of financial advisor who possesses one of the most rigorous certifications for financial planning knowledge. begin the cfa program to become a chartered financial analyst with cfa institute. receive the cfa certification by completing the program. cfa institute is a global association of investment professionals. the organization offers the chartered financial analyst (cfa) designation,, . which is better cfa or cfp? is getting a cfp worth it? how do i get finance certified? what is the difference between a cpa and a cfp?
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