What are your financial planning credentials/designations and affiliations?

CFP®, NAPFA Registered Advisor, Financial Planning Association

  • NAPFA-Registered Financial Advisor — (60 hours continuing education every 2 years)
  • Certified Financial Planner professional (CFP®) — (30 hours continuing education every 2 years)
  • Financial Planning Association (FPA) — (continuing education not required)