Designation held by: Brandon J. Shaw,
Gregory S. Lippert & Jeff Neavor
The Certified Financial Planner™ (CFP®) designation is conferred by the Certified Financial Planner Board of Standards, Inc. Candidates must have a bachelor's degree (or higher) from an accredited college or university and either complete additional coursework addressing all major financial planning topics, or hold one of the following academic degrees, licenses or credentials: CPA, ChFC®, CLU®, CFA®, PhD in business or economics, Doctor of Business Administration, or an attorney's license. Candidates also must have at least three years of full-time personal financial planning experience and successfully complete the CFP® Certification Examination. CFP® professionals are subject to the CFP Board's ethical standards.