CFP (Certified Financial Planner)

A Certified Financial Planner (CFP) is a professional who helps individuals and families manage their finances. They provide advice on budgeting, saving, investing, retirement planning, taxes, and insurance. CFPs complete rigorous training and must pass a challenging exam to earn their certification, demonstrating a high level of knowledge and ethics in financial planning. They create personalized financial plans to help clients achieve their financial goals and make informed decisions. Ultimately, a CFP serves as a trusted advisor to ensure clients’ financial well-being throughout different stages of life.