What is a CFP®?

What  is a CFP® and  What  Can We Offer You?  

A Certified Financial Planner is a recipient of the professional certification given in the United States by the Certified Financial Planner Board of Standards. It indicates that the recipient has met the CFP Board’s high standards of professional education, adheres to a specific code of conduct, and maintains an ethical and professional attitude towards their clients. We have to be knowledgeable in all facets of financial planning, including retirement planning, insurance planning, tax planning, estate planning and financial investments. The Chatterton & Associates Financial Planners have a combined experience of around 45 years in providing professional services, proactive financial solutions and straightforward advice.

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