We’re Committed to Supporting Our Community
As CERTIFIED FINANCIAL PLANNER™ professionals, we have the unique opportunity to develop deeper connections with our communities. Because our work enhances personal growth, professional development, and financial or business success, it’s easier to see how our success is intertwined with other people’s success.
The CFP Board recognizes the value of this contribution and encourages all CFP® professionals to provide pro-bono work on an annual basis. A community that values serving others is a community that supports its members as they grow in their financial well-being — which means more support for you and those around you.
By spending time with someone who may never be a client, to provide them the needed education and guidance that points them in the right direction, we can help put people in a better position for success to the best of their ability.
Our advisors take pride in serving their local communities and we believe growing financial success starts right at home. For this reason, we encourage our team members to do their part in each of their local communities.