“Being a financial planner allows you to build the work-life balance you want. It really depends on the life you want to live.”
“One of the things I like most about being a CFP® pro is that I get to make a difference in people’s lives. It’s not a transaction — they’re deciding to bring you in to to be responsible for what’s most precious to them.”
“I help people define their ideal lives, and then support that with the structure of financial planning. I teach people how to love and understand their money and then use it to live a life they actually love, not the life they feel they 'should' be living.”
“Becoming a CERTIFIED FINANCIAL PLANNER™ professional will equip you with the knowledge that you need. Clients, the community – everybody recognizes that mark and that they can expect nothing but excellence.”
Learn about the benefits of a career in financial planning and hear why real CFP® pros love their career.