Broker Check

What is a Certified Financial Planner?

Our CERTIFIED FINANCIAL PLANNERS™ , Charles Walker and Scott Papes, have met the rigorous certification and licensing requirements of the Certified Financial Planner Board of Standards, Inc.

The CFP® mark certifies that we have taken the extra steps necessary to demonstrate our commitment to providing competent and ethical behavior by meeting all the requirements for education, examination, experience, and high ethical conduct when providing comprehensive financial planning advice.


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.