Broker Check

Financial Planning Association®

The Financial Planning Association® (FPA®) is the paramount professional organization for Certified Financial Planner™ (CFP®) professionals, educators, financial services providers, and students who seek advancement in our growing profession. The primary aim of FPA® is to foster the value of financial planning.

As members of FPA®, we adhere to the highest standards of professional competence, ethical conduct, and complete disclosure to our clients. The FPA® promotes a standard of care that includes acting with due care, providing full and fair disclosure of all material facts, and fairly managing all material conflicts of interest. Our financial planning services are always delivered in accordance with these standards in mind.