What does a CFP® professional do?

A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While others may call themselves financial planners, only those who demonstrate the requisite experience, education, and ethical standards are awarded the CFP® mark.

A CFP® agrees to adhere to a strict code of professional conduct described in the CFP Board's Code of Ethics and Professional Responsibility. You can review the Code of Ethics at www.cfp.net.

A CFP® professional is trained to develop and implement comprehensive financial plans for individuals, businesses, and organizations. He or she has the knowledge and skills to objectively assess your current financial status, identify potential problem areas, and recommend appropriate options. You're also working with someone who's demonstrated expertise in multiple areas of financial planning, including income and estate tax, investment planning, risk management, and retirement planning.

We invite you to call us at (732) 800-8400 to schedule a consultation and discover how we can help you pursue your financial goals. 

Seaview Wealth Management is supported by the resources of LPL Financial, the nation's largest independent broker/dealer.*

*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.