Finding a CERTIFIED FINANCIAL PLANNER™ in Lehi, UT
Financial planning is an essential aspect of ensuring a secure financial future. Whether you’re looking to invest, save for retirement, or plan for unexpected expenses, working with a CERTIFIED FINANCIAL PLANNER™ (CFP®) could help you achieve your goals. In this article, we discuss the education, experience, and ethics requirements of CFP® professionals, as well as how to find a financial planner with the CFP® certificant in Lehi, UT.
What Is a CFP® Professional?
Our wealth management firm in Lehi requires all our advisors to be CERTIFIED FINANCIAL PLANNER™ professionals. A CFP® professional is a financial advisor who has met the rigorous education, examination, and experience requirements set forth by the CFP Board of Standards, Inc.
To become a CFP® certificant, advisors must complete a comprehensive education program in financial planning, attain the required experience, and adhere to certain ethical standards. CFP® professionals also must complete continuing education courses to maintain their certification.
The education requirements for CFP® professionals include courses in financial planning, insurance, taxes, investment planning, retirement planning, and estate planning. Financial planners with the CFP® designation must also pass an examination, testing their knowledge of financial planning and ability to apply it to real-world situations.
In addition to their education and examination requirements, CFP® professionals must adhere to a strict code of ethics. CFP® certificants must put their clients’ interests ahead of their own and disclose any conflicts of interest. They must maintain the confidentiality of their clients’ information and avoid any actions that could compromise their clients’ trust.
Finding a CFP® Professional in Lehi, Utah
If you are looking for a financial advisor with the CFP® certification in Lehi, UT, you have a few ways to find one. One way is to search for “certified financial planner Lehi UT” on Google or another engine. You’ll get a list of CFP® professionals in the area and their contact information and websites for review.
Additionally, you can ask for referrals from friends, family, or professionals you trust, like your attorney or accountant.
Once you have found a CFP® professional you are interested in working with, it is a good idea to schedule a complimentary call before retaining them. This will allow you to learn more about the advisor, their qualifications, and their approach to financial planning. It will also give you a chance to ask any questions and get a sense of whether the advisor is a good fit for you.
Help Achieve Your Goals with a CFP® Professional
Working with a CFP® professional can be an effective way to ensure that your financial goals are met. CFP® certificants have met rigorous education, examination, and experience requirements and are required to adhere to a strict code of ethics, including serving as a fiduciaries. With the help of a CERTIFIED FINANCIAL PLANNER™ professional, you may more easily achieve your financial goals.
Our fiduciary, fee-only financial firm offers a 15-minute call to discuss your concerns and situation. Schedule a call with a CFP® professional today.
This material was generated using artificial intelligence (ChatGPT) and edited by Kaleido Inc. from information derived from sources believed to be accurate. This information should not be construed as investment, tax, or legal advice.
Parkshore Wealth Management is a family-owned, independent, fee-only Registered Investment Advisor with offices in Roseville and Folsom, CA, and Lehi and Logan, UT. We partner with financially responsible individuals and families who are eager to take positive steps that will allow them to use their money to build the life they desire. The firm is led by Harold Anderson, CFP®, and Daniel Andersen, CFP®, both members of NAPFA, the country’s leading professional association of fee-only financial advisors.