Why Work with a CFP® Professional


CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

By clicking here, you can learn more about the CERTIFIED FINANCIAL PLANNER™ certification requirements that the professionals at Pacific Crest Wealth Planning have met.

You may also be interested in the Ethical and Fiduciary Duty to which we have committed ourselves here at Pacific Crest Wealth Planning. Please click here to learn more.