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Why a CFP?

“In an effort to provide each client with the highest level of advice I chose to become a Certified Financial PlannerTM over 15 yrs ago. As a CFP® practitioner I have sworn to uphold a certain level of standards and professionalism to the CFP Board of Standards, and I take that very seriously.

I think it’s interesting to note that of the 650,000 licensed investment professionals less than 10% hold the CFP® designation—that’s a big deal. But do you know why? I believe it’s because it is a more challenging path for a financial advisor, involving more work but not necessarily more pay. For instance, a CFP® has to meet a minimum number of years of planning experience and take many exams, as well as complete a comprehensive two day examination to become certified. The CFP®must also complete 30 hours of continuing education biannually to maintain this designation.”

I am also a Chartered Financial Consultant (ChFC®) which enables me to provide my clients the benefit of my insight on their important risk management and insurance needs. I invite you to learn more about these designations below.”

- Mark J. Stevens, CFP®, ChFC®


By considering all aspects of your financial situation, a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional can help you manage your finances, develop a strategy for meeting your goals and guide you through the personal financial planning process.



What is a CFP®?

CERTIFIED FINANCIAL PLANNER™ certificants are individuals who have met CFP Board’s education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board’s certification requirements, including continuing education, to use the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™. A CFP® practitioner is a financial professional authorized to use the CFP® certification marks who has identified himself or herself to CFP Board as being actively engaged in providing financial planning services. All CFP® certificants have voluntarily submitted to the regulatory authority of CFP Board.

Why should I choose a financial planner over another type of financial adviser?

A financial planner should focus on your needs first before recommending a course of action. Most planners have been trained to take a broad look at your financial situation, while accountants, investment advisers, stockbrokers or insurance agents may focus on a particular area of your financial life. Always ask a financial adviser what qualifies him or her to offer financial planning services.

How Can a CFP® Help Me?

Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a strategy and a financial plan, it’s easier to make financial decisions and stay on track to meet your goals. Working with a CFP® professional can secure your financial wellbeing and give you peace of mind and help you reach financial planning success.

Some people decide to do their own financial planning, but you may want to seek help from a Certified Financial Planner™ professional if you:

  • Want to better manage your finances, but aren’t sure where to start
  • Don’t have time to do your own financial planning
  • Want a professional opinion about the plan you’ve developed
  • Don’t have sufficient expertise in certain areas such as investments, insurance, taxes or retirement planning
  • Have an immediate need or unexpected life event

There are many benefits of financial planning. If any of the above questions apply to you, it may be time to call a Certified Financial Planner™ professional to help you reach your financial goals and achieve financial success.

Copyright © 2012, Certified Financial Planner Board of Standards Inc. All rights reserved.

Chartered Financial Consultant

The ChFC® Curriculum is administered by The American College in Bryn Mawr, Pennsylvania. The required Course of study includes insurance and financial strategies, income taxation, planning for retirement needs, investments, and business and estate planning.

Advisors with the ChFC® designation are required to serve clients with the highest level of professionalism. The authority to use the ChFC® mark is granted by the Certification Committee of the Board of Trustees of The American College, and that privilege is contingent on adherence to strict ethical guidelines. All ChFC® advisors are required to do the same for clients that they would do for themselves in similar circumstances, the standard of ethical behavior most beneficial for their clients.

Founded in 1927, the The American College is the nation’s leading educator of professionals in the insurance and financial services industry.

* Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.


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