1104 Palm Street
San Luis Obispo,
There are countless “financial planners,” but having an independent financial advisor who is also a CERTIFIED FINANCIAL PLANNER™ professional is an advantage.
CFP® professionals exercise a high level of competency, ethics and professionalism. They abide by the fiduciary standard as defined by the CFP Board. Our personnel are CERTIFIED FINANCIAL PLANNER™ professionals and demonstrate their knowledge in the following areas:
In order to become a CERTIFIED FINANCIAL PLANNER™ professional, advisors must complete a comprehensive course of study at a college or university offering a financial planning curriculum approved by the CFP Board.
CFP® professionals must pass the comprehensive exam that tests their ability to apply financial planning knowledge to real-life situations. This comprehensive exam ensures that a CFP® professional is highly qualified to develop a plan for your finances.
CFP® professionals complete several years of hands-on experience prior to earning the right to use the CFP® certification. CFP® professionals understand all facets of your financial life and are able to advise (and implement) needs like insurance and make sure you’re protected if life throws you some curveballs.
CFP® professionals are held to high ethical standards, as outlined in CFP Board's Code of Ethics and Standards of Conduct.
If you’re not working with a CFP® professional, you risk being just an “account” to some firm that may not be addressing all the things you need to address. Kurt is proud to be a CERTIFIED FINANCIAL PLANNER™ professional and is excited to extend this knowledge and advantage to his clients.