Longview, TX February 21, 2025 ÐÔÊӽ紫ý” David Ware, CFP®, Retirement Advisor at Ware Financial in Longview, TX has attained their CFP® certification, , and has been authorized by CFP Board to use the CERTIFIED FINANCIAL PLANNERâ„¢ and CFP® certification marks. Ware specializes in developing comprehensive retirement income plans.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of CFP Board, including having successfully completed financial planning coursework at an accredited college or university and passed the 6-hour comprehensive CFP® certification exam. The exam covers the following areas: Professional Conduct and Regulations, General Principles of Financial Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning and Psychology of Financial Planning.
CFP® professionals commit to CFP Board to act as a fiduciary, which means always acting in the best interests of the client when providing financial advice. They also commit to upholding CFP BoardÐÔÊӽ紫ý™s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the publicÐÔÊӽ紫ý™s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERâ„¢ certification. CFP® certification is held by nearly 100,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning professionÐÔÊӽ紫ý™s body of knowledge.
Ware Financial in Longview, TX will help you transition to retirement with peace of mind. Planning ahead of time will help you mitigate common financial risk that most face during retirement. Call David to schedule your complimentary consultation so you can learn strategies that will help you navigate the risk of running out of money, inflation, investment losses, health care cost and taxes. Transform your retirement today and work with a CFP®Ìýprofessional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNERâ„¢ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organizationÐÔÊӽ紫ý™s initial and ongoing certification requirements to use the certification marks. For more about CFP Board, visit www.CFP.net.
Securities, insurance, and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth, Inc.is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.