Why you should work with a CERTIFIED FINANCIAL PLANNER™ in Tampa, FL

Besides your family and relationships, one of the most important parts of your life is your money. You work hard to earn it and you need it to reach certain goals in your life, such as reaching your dream retirement. However, navigating the financial landscape can be challenging, so many people choose to work with financial planners.

If you are looking for a financial planner in the Tampa, Florida, area, you should consider looking for one who is CERTIFIED FINANCIAL PLANNER™ (CFP®) certified.

CFP® professionals are extremely dedicated

CFP® professionals are financial planners who meet exceptional standards in the field. When you see a financial planner with CFP® by their name, you know that they are someone who has gone the extra mile to become the best at what they do.

CFP® professionals must hold a four-year degree from an accredited institution. In the course of their education, they must complete five courses in the subjects of financial planning, tax planning, risk management, financial plan development and estate planning. 

Afterward, they must obtain several thousand hours of experience before even being qualified to take the CFP® examination. Those who apprentice under another CFP® are qualified to take the exam at 4,000 hours of experience. Those who take the standard professional pathway must reach 6,000 hours of experience before taking the exam. 

The exam itself is designed to test the planner’s ability to apply their knowledge in a variety of real-life scenarios. If someone passes this examination and has demonstrated in their experience that they adhere to a strict code of ethical standards, then they have earned the right to call themselves a CFP® professional. 

So, ask yourself, when it comes to deciding on who to trust with helping you with your financial planning, should you go with any financial planner you find online? Or should you go with a CFP® professional who has demonstrated their exceptional professionalism in the field? The answer seems clear, but it is ultimately your choice to make.

Ready to find a CERTIFIED FINANCIAL PLANNER™ in Tampa, FL?

At ProVise Management Group, our CERTIFIED FINANCIAL PLANNER™ professionals can get to know you and your current financial circumstances, goals, risk tolerance and personal values to help you develop a plan that works for you. We can also create a written plan for you at a fiduciary standard of care. All our written plans come with an unconditional money-back guarantee. If you are unhappy with your written plan, you can return it to us, and we will refund 100% of the fee paid.
Are you ready to talk to a professional about personal financial planning? Contact ProVise today to schedule a complimentary consultation.