Certified Financial Planning Near Me

Finding a Certified Financial Planner™ (CFP®) to help you manage your money, navigate investment strategies, and make smart financial moves can be a boon to your economic wellbeing, both short- and long-term. At Harvest Wealth Partners, we have a team of Certified Financial Planners™ who are ready to help you propel your financial future forward. If you’ve been asking yourself, “Where can I find a Certified Financial Planner™ near me?” our team is only a phone call away.

What Does a CFP® Do?

The title of a CFP® should provide some insight as to the type of work that CFP®s perform: financial planning. This means that CFP®s can help you to navigate various difficult decisions regarding your finances, such as planning for big life changes, like getting married or having kids; preparing for tax season and how to mitigate taxes; understanding the various elements of an estate plan, such as the creation of a trust; preparing for retirement and life after working; making investments; creating a budget; and more. 

Why Working with a Financial Advisor Is a Good Idea

Working with a Certified Financial Planner™ does not guarantee that you’ll become a millionaire or all of a sudden have all of the money that you need to support yourself and your family moving forward. It does, however, mean that you are more likely to have the tools and resources you need to make smart decisions in regards to your finances. Knowing how much you need to save for retirement, for example, is a serious advantage, and provides you with the information you need to start saving a certain amount per month right now. A financial advisor is also a resource to whom you can ask questions and from whom you can receive valuable, accurate answers. 

The Qualifications of a Certified Financial Planner™

In order to become a Certified Financial Planner™, certain criteria must be satisfied. Indeed, a CFP® must have a bachelor’s degree from an accredited college or university, have three years of full-time financial planning experience or the equivalent part-time experience, and complete a CFP®-board registered program or hold an attorney’s license, Doctor of Business Administration, Ph.D. in business or economics, CFA, ChFC, CPA, or CLU (Chartered Life Underwriter). Clearly, a CFP® designation means that the individual is a professional with years of experience, training, and education under their belt. 

Note that Certified Financial Planners™ also have a fiduciary duty to their clients. This means that the CFP® must act in good faith in pursuing what they believe to be the best interest of their client.

Making an Appointment with a Certified Financial Planner™ Near Me

If you are looking for a Certified Financial Planner™ near you, our team is here to serve. Our team is comprised of three Certified Financial Planners™, as well as numerous other financial professionals. Our process begins with a free meeting where we can learn more about our services and your financial picture. Please reach out to us by phone or online today to set up your first meeting now.