CFP® professionals are dedicated to the financial planning process. To earn the prestigious CFP® certification and remain certified as a CFP® professional, individuals must meet Education, Examination, Ethics, and Experience Requirements, and complete continuing education every year.
The Financial Planning Association of San Francisco is the premier professional organization for Bay Area financial planners. Our mission is to advance the financial planning profession in accordance with the highest ethical and professional standards by providing education, community, networking and leadership for our Bay Area members and through them the public they serve.
So why should you consider working with a financial planner? Here's a perspective from the New York Times on the benefits of working with a financial planner. Your finances are too important to be uncertain about.