Value of a CFP Professional

In the alphabet soup that commonly follows a financial advisor’s name, there are only a few certifications that truly confer a high level of competency, ethics, and professionalism. Tom Thalman is a Certified Financial Planner™ practitioner. This premier designation is considered a gold standard in the industry, and few advisors have persevered through training and multiple examinations to receive this prestigious honor.

As a CFP® professional, Tom adheres to a strict moral code and upholds the principles of integrity, objectivity, competence, fairness, confidentiality, and diligence. He is held to a fiduciary standard and must always act in the best interests his clients.

Financial planning is about more than investments, and Tom’s training helps him analyze all facets of your financial life. From budgeting to estate planning, all of the monetary intricacies that are part of your life are collected, analyzed, and brought together into a comprehensive financial plan. Your financial advisor should be a friend, confidant, and voice of reason through the complex financial climate and through the changing circumstances of your life.

Click here to see the difference of a CFP® certification.