Why Choose a CERTIFIED FINANCIAL PLANNER™ Professional?
Many people believe that all financial planners are "certified" financial professionals, but this is not true. Anyone can use the title "Financial Planner," but when you see a CFP® mark next to an advisor's name, that means they have met rigorous qualifications for financial planning. Although the CFP Board does not guarantee that specific professional's work, that individual has fulfilled CFP Board's rigorous requirements and has obtained the certification of CFP® professional.
As part of their certification, CFP® professionals commit to high ethical standards. A CFP® professional must acquire several years of experience in delivering financial planning services to clients and passing the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances. Whether you're just starting out in your career or planning your estate, at Resonance Wealth Management, we take your journey seriously. As you begin to consider how best to manage your financial future, we believe you should feel confident knowing that we have a CFP® professional working on your account. Here at Resonance, you are working with someone committed to providing the highest standard of financial planning, and we will be there every step of the way.