The CFP Designation

All of our primary advisors have earned the CFP® Certification. Those advisors include:

• Bill Ramsay
• Chad Smith
• Allison Berger
• Will Holt

CFP® is the highest standard in the industry for financial planning credentials. CFP® certification requires meeting rigorous professional standards including:

• completion of a CFP® Board Certified education program
• passing a comprehensive examination
• fulfilling three years of full-time industry relevant work experience
• complying with the CFP® Board Code of Ethics
• ongoing, yearly continuing education.