CERTIFIED FINANICAL PLANNERS™ You Can Trust
Many people call themselves “financial advisors”,
but there’s only one true CERTIFIED FINANCIAL PLANNER™ certification.
It’s our duty to do what’s best for you.
Did you know that “financial advisor” is a broad term that includes stockbrokers, insurance agents, money managers, estate planners, and bankers? This means that someone can call themselves a financial advisor, but doesn’t have to report to a regulatory body or uphold certain standards.
On other other hand, Certified Financial Planners™ are board-certified professionals that are upheld to strict ethical and educational standards. They are also legally obligated to always act in your best interest.
We not only promise to do what’s best for you,
we’re legally required to do so
- Act with undivided loyalty and good faith
- Provide full and fair disclosure of all material facts, defined as those which “a reasonable investor would consider to be important”
- Not misleading you
- Avoid conflicts of interest (such as when the advisor profits more if you use one investment instead of another or trades frequently) and disclosing any potential conflicts of interest
- Not use your assets for the advisor’s own benefit or the benefit of other clients
Talk with a Certified Financial Planner™ today.
Zero commission, more protection.
Unlike many other finance professionals, our Certified Financial Planners™ take zero commissions. You can relax knowing they’ll never recommend a product or service to you out of their own self-interest.
This adds another layer of protection to ensure you’re only getting advice that helps you grow your net worth and experience greater financial freedom.
You can afford a Certified Financial Planner™
Think again if you think working with a Certified Financial Planner™ is too expensive. Our wealth management platform uses a blend of AI investment technology and real human intelligence to provide you with premium results at an affordable price.