certified financial planner

A Certified Financial Planner (CFP) is a financial professional who helps individuals and families manage their money, plan for the future, and achieve financial goals. They are trained to provide advice on budgeting, saving, investing, retirement planning, tax strategies, and estate planning. To earn the CFP designation, candidates must complete education requirements, pass a rigorous exam, and demonstrate relevant work experience. CFPs adhere to high ethical standards, ensuring they act in their clients' best interests. People often seek CFPs for guidance in making informed decisions about their finances and building long-term wealth.