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A CERTIFIED FINANCIAL PLANNER (CFP®) is a financial advisor who has met the certification requirements of the CFP Board. CERTIFIED FINANCIAL PLANNER certification is the standard of excellence in financial planning. CFP® practitioners are highly skilled in areas such as retirement, college savings, financial planning, investing, and wealth management. CFP® practitioners adopt a comprehensive, customized approach to seamlessly integrate all aspects of your financial well-being.

Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call themselves a “financial planner.” But only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks. CFP® professionals meet rigorous education, training and ethical standards, and not only prioritize their clients’ current needs but diligently work to secure a stable future.

86 %
of consumers that prefer an advisor who has passed a certification exam and rigorous education program
81 %
of consumers prefer an advisor who takes all areas of their financial life into account
90 %
of consumers see an advisor’s certification as important


How Can a CFP® Professional Help You?

At Williams Asset Management our CFP® professionals see your unique financial story – not just numbers. Each CFP® professional is distinctly qualified, through intensive training, examinations and experience needed to earn the designation and can help you with various financial planning needs, from creating and maintaining a financial plan to retirement planning, investments, debt management, estate and tax planning, generating income, and more.

Experience a holistic financial approach with us, where our professionals offer a comprehensive view of your financial situation, crafting personalized strategies tailored to your goals and circumstances. Ongoing monitoring is provided to keep your financial plan in sync with your evolving life and market conditions, all while being committed to objective advice. Our firm of CFP® professionals act as a fiduciary when providing financial advice to a client, meaning your best interests are put first.

Certified Financial Planner chart

Source: CFP Board

Additional Information: What Is The CFP® Certification?     Ethical Duties of CFP® Professionals

Our Team of Professionals

We have taken great care in building a highly talented team of financial and investment professionals who are skilled in financial planning and investments. 

Our collaboration with Commonwealth Financial Network provides Williams Asset Management with a team consisting of more than 50 professionals with the CFA®, CFP®, ChFC®, or JD certification/designation. These experts act as an extension of our own team; supporting us in delivering tailored guidance.