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Financial advisors have to pass a series of exams to offer securities and insurance products, but there are very few regulations regarding who can use the title “financial planner”. The CFP® Board benefits the public by independently certifying financial planners. CERTIFIED FINANCIAL PLANNER™ practitioners have met rigorous qualifications for financial planning. As part of their certification, CFP® professionals commit to high ethical standards, have a minimum of three years experience related to delivering financial planning services and must pass a comprehensive exam before they can call themselves a CFP® professional.

A CERTIFIED FINANCIAL PLANNER™ has agreed to act in a fiduciary capacity, which means putting the client’s best interests first, when they are providing financial advice to a client.

To learn more about my background please see the About section of the website. To schedule a consultation, please see the Contact page.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sopris Wealth are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CO, MO, TX and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, we make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.