Education, Experience, Ethics
Only planners that adhere to a strict Code of Ethics are allowed to use the CFP logo.
The designation of a CFP (Certified Financial Planner), is a measure of trust. The CFP designation represents the level of competency required to help you construct and monitor a financial road map. As a Certified Financial Planner, I have the tools and the up-to-date knowledge to write a comprehensive financial plan and then help you to monitor your plan to make sure you are continually achieving your financial goals. I am able to work either on a fee for service basis or on a commission basis. The choice is yours.
The Certified Financial Planner is required to adhere to a strict Code of Ethics and continually update their financial knowledge. For more information please visit www.cfp-ca.org
As a Certified Financial Planner my dedication to the financial planning process and providing a high level of professionalism, I promise to each and every client. My practice is centered around ensuring that I give each and every client the information and tools they need to make an informed decisions for their financial future.
Whether it is a retirement plan, estate plan, financial divorce plan, income plan, protection plan, education plan, you will have the information required to make the most important decisions of your financial life. In dealing with one of the most personal and sensitive aspects of people's lives, your financial security, trust is at the heart of the financial planning relationship. A CFP desigination ensures that you can trust in the planner's competence, integrity and objectivity. As a CFP is required to adhere to the strict Code of Ethics, you can trust that Debbie Hartzman will always act firrst and formost in your best interest.
For more information, please visit our articles page.
|
