Professional

CFP (Certified Financial Planner)

A CFP has passed a comprehensive exam, met education and experience requirements, and is bound by a code of ethics. CFPs help with budgeting, investing, retirement planning, insurance, and estate planning. A CFP who works with a LifeXperts.com user sees their organized financial data before the first meeting — so the conversation starts at planning, not paperwork.

In short

A CFP is a credentialed financial planner bound by a code of ethics. LifeXperts.com users arrive at their first meeting already organized — so the CFP can focus on advice, not gathering basic information.

Also known as

Certified Financial Planner