FAQs

Do You Need a Financial Planner?

Mastering personal finance requires many hours of research and learning. Most people don’t have the time or the resources to do it at the same level as someone with the years of training or is working full time as a financial planner.

What Does a Financial Planner Do?

Financial planners advise clients on how best to save, invest, and grow their money. They can also help with specific goals such as retirement, estate planning or major purchases such as real estate.

What does CFP® Signify?

Financial planners who hold CFP® certification have met education, examination, experience and ethics requirements. Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism.

The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

Get answers and insight from a trusted resource

Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®️, CERTIFIED FINANCIAL PLANNER™️, CFP®️ (with plaque design) and CFP®️ (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

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