What is a CFP® Professional?
What Does it Mean to be a CFP® Professional?
In order to call themselves a CERTIFIED FINANCIAL PLANNER® professional, these advisors must meet rigorous education, examination and experience requirements and commit to high ethical and professional standards.
Jorge E. Romero, CFP®
CERTIFIED FINANCIAL PLANNERᵀᴹ, Wealth Management Advisor
As your CERTIFIED FINANCIAL PLANNERᵀᴹ and Wealth Management Advisor, I help bring structure and clarity to your financial life. Through an in-depth discovery process, I take time to understand your goals, values, time horizon, and risk...