There is a big difference between hiring a financial advisor and working with a CFP® professional. CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.
Before anyone can call themselves a CFP® professional, they must meet rigorous education, examination, experience, and ethical requirements (also known as the “Four E’s.” CFP® professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification.
At Amenity Wealth, we are proud to display our CFP® designation on our website as a way to show clients that we are qualified and capable professionals that work hard to ensure you have the most stable and efficient financial plan for your future. In fact, 84% of consumers who work with a CFP® professional say they are extremely or very satisfied — and 71% are more confident about their finances. Schedule a call with us today to take the first step towards building the future you desire.
