Benefits of Working with a Certified Financial Planner™


With the country’s economy continuing to strengthen, personal financial security is still uppermost in many people's minds.  They’re eager for advice about their retirement, estate plans, insurance, emergency funds, liabilities and their asset allocation. Today’s financial conditions require a holistic approach – looking at an individual’s entire financial picture, not just one aspect or another. Working with a Certified Financial Planner™ professional is assurance that you have hired a credentialed expert who does just that while meeting high ethical and professional standards.

The Certified Financial Planner™ designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced.  As a CFP® professional, I’m required to uphold my certification through continuing education – something to consider with new financial instruments appearing regularly on the consumer market. It’s little wonder that CFP® certification is the most recognized in the industry for personal financial planning. So as you think about your financial future, please bear in mind that only 21% of all financial advisors in the industry can claim this distinction, according to a 2015 survey by Cerulli Associates, Inc. – a leading independent research company. 

Now is the time to develop a holistic plan to navigate through unusual financial times, and gain what money can’t buy: peace of mind. 

Find out more about the CFP Board’s standards here


Martin Wealth Management, Inc. is not a tax or legal advisor.