Certified Financial Planner

David Frazier, Certified Financial Planner™ professional in Dayton, Ohio has met extensive requirements for education, examination, experience and ethics to earn and maintain his certification by the CFP Board.

Most people think that all financial planners are "certified", but this isn't true. Anyone can call himself or herself a "financial planner". Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks.

The CFP® certification process, administered by the CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP® certification provides that sense of security by allowing only those who meet the rigorous CFP® demanding education, examination, experience and ethical requirements the right to use the CFP® certification marks.

To verify that your planner is authorized by CFP Board to use the CFP® certification marks, call toll-free 1-800-487-1497 or visit CFP Board's Web site at www.CFP.net/search.

 

 

 

Your Money, Your Plan!

When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.