Certified Financial Planner (CFP®)

 

A Financial Advisor who has earned the CERTIFIED FINANCIAL PLANNER™‚ or CFP®‚ professional certification has demonstrated skill in analyzing and developing personal long-term financial strategies. He or she has completed hundreds of hours of rigorous financial planning courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards.

What a CFP® professional can do for you?

  • Take inventory of your total assets. You’ll receive a detailed inventory of all of your financial assets so you can find out exactly where you stand.
  • Provide a comprehensive portfolio review. This computerized evaluation puts your total securities portfolio in perspective by providing you with the current price, profit or loss, income, and current yield on items held in your portfolio.
  • Assist in estate planning strategies. Help you evaluate whether certain estate planning techniques — such as a trust — are appropriate for your individual circumstances. A CFP® professional can use a team approach to coordinate estate planning with you and your attorney.
  • Coordinate the implementation of your plan. Any investment strategy, no matter how well-designed, is of little value unless it is implemented and maintained. A CFP® professional can help ensure that your investment plan is put into action and that it is coordinated with your attorneys.

The Berrall Kons Wealth Management Group and Wells Fargo Advisors do not provide legal or tax advice. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.