All of our financial advisors at Sterling Retirement Resources are Certified Financial Planner™ professionals. We believe that the CFP® certification is a vital credential when selecting your financial advisor. Anyone can claim to be a financial planner, but only experienced professionals who meet CFP Board standards and pass the comprehensive CFP® Certification Exam can call themselves a CFP® professional.
For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and they commit to CFP Board’s ethical standards that require them to put their clients’ interests first.
CFP® professionals also take a holistic, personalized approach to bring all the pieces of your financial life together. When you choose a CFP® professional, you can be assured that you’re working with a financial advisor who has demonstrated competency and made a commitment to ethics.
As part of their certification, CFP® professionals commit to acting as a legal fiduciary—which means acting in your best interests at all times when providing you with financial advice and financial planning services. When you choose Sterling, your plan is unique to you.
Sterling Retirement Resources, Inc. 120 Broadway Ave S, Suite 200 Wayzata, MN 55391 Main: 763.762.3400 Fax: 763.762.3409
Steven Finkelstein, Megan Gehrman, and Luke Strom are Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency,LLC), Member FINRA, SIPC,a Broker-Dealer and a Registered Investment Advisor. Some advisory services offered through AdvisorNet Wealth Management. Sterling Retirement Resources, AdvisorNet, and Cetera Advisor Networks LLC are not affiliated. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.
Not all of the products and services referenced on this site may be available in every state and through every advisor listed.
For additional information please contact the advisor(s) listed on the site. Visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.
Davis Breen & Tony Woodley are Registered Representatives with Cetera Advisor Networks LLC.