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ASK THE CFP®.

Getting the right information, free of bias and in your best interest can be a challenge in today’s environment. You want holistic advice about retirement, estate planning, insurance, emergency funds, liabilities and asset allocation. Allow Craig Moser, a Certified Financial Planner™ (CFP®) with nearly 30 years’ experience to answer your specific question.

Discover The Value of a CFP® Designation >

CFP® certification is generally recognized as the highest standard in personal financial planning, qualifying financial planning professionals to provide their clients with comprehensive financial advice. Working with a Certified Financial Planner™, professional is assurance that I am credentialed expert who looks holistically at your financial needs. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced.

As a CFP® professional, I’m required to uphold my certification through continuing education – something to consider with new financial instruments appearing regularly on the consumer market. It’s little wonder that CFP® certification is the most recognized in the industry for personal financial planning. So as you think about your financial future, please bear in mind that only 17% of all financial advisors in the industry can claim this distinction.

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