Q. Why should I consider working with a CERTIFIED FINANCIAL PLANNER™?
A. Almost anyone can call him- or herself a financial planner. Be wary of people who call themselves financial planners and who have the intent of pushing particular financial products. These individuals may hold their financial interests above yours.
Moreover, not every financial planner is a CERTIFIED FINANCIAL PLANNER™ professional. While many financial professionals are licensed on the state and federal levels within subsets of financial planning—such as insurance and securities—they are not regulated for their financial planning activities. The exception is the CERTIFIED FINANCIAL PLANNER™practitioner, who is licensed by the Certified Financial Planner Board of Standards, Inc (CFP Board).
To earn the prestigious CFP® designation, a financial planner must meet education, examination, experience, and ethics requirements established by the CFP Board. To maintain the right to use the CFP® designation, the financial planner must complete the CFP Board's ongoing continuing education requirements and agree to abide by its code of ethics. With a command of these segments, the CFP® practitioner is well prepared and qualified to provide sound, professional advice. By virtue of the CFP® license granted by the CFP Board, CFP® professionals are held accountable to the CFP Board's code of ethics for their financial planning activities.
For more information about CFPs® and selecting a qualified financial planning professional, visit www.cfp-board.org/index.html.
Q. Where is Reliance Financial Advisors located?
A. For local residents, we are conveniently located in Wexford, PA. But we now do business—and have the proper licenses—in over 16 states. With the wealth of technology at our fingertips and our commitment to client service, it's easy to communicate with clients wherever they live and work and wherever their goals lead them.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the CFP® logo, which it awards to individuals who successfully complete initial and ongoing certification requirements.