WORKING WITH A CFP®
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.
