Our Team
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.
The discipline of having to put your thoughts in order
with somebody else is a very useful thing.
Charlie Munger