Most people think all financial planners are “certified” but this isn’t the case. Just about anyone can use the title “financial planner”. Only those who have fulfilled the CFP® Board’s rigorous requirements can call themselves a CFP® professional.
Here at Financial Wealth Management, LLC, we are Certified Financial Planner professionals and are held to strict ethical standards. At all times when providing Financial Advice to a client, we act as a fiduciary, and therefore, act in the best interest of our client.
Financial Planning is a dynamic process and your financial goals may evolve over the years due to changes in lifestyle. As you consider how to best manage your financial future, you should feel confident knowing we are CFP® professionals committed to providing a high standard of objective financial planning.
Please contact us and schedule your complimentary initial meeting. We look forward to hearing from you.