Plans Fail for Lack of Counsel,
But with Many Advisors they Succeed.
President / Financial Advisor
CEO / Financial Advisor
VP / Financial Advisor
Client Services Manager
The mission of the Certified Financial Planner Board of Standards Inc. (CFP® Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.
This membership organization is dedicated to expanding the knowledge and understanding of biblical financial wisdom so that Christian financial professionals are prepared to integrate these principles into their practices and client counsel.
The FPA is the largest member organization of Certified Financial Planner (CFP® Board) practitioners, educators, and financial services professionals all of whom support high standards of competency and ethics in the financial services industry.
The AIF® designation is earned by individuals who have met the educational and experiential requirements which demonstrates thorough knowledge and ability to apply fiduciary practices.
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8880 Rio San Diego Drive, 1000
San Diego, CA 92108
Phone : 619.282.3288
Fax : 619.280.9553