Certified Financial Planner in Belleair Bluffs, FL

Summary:

This is the hallmark planning credential, granted by the Certified Financial Planner Board of Standards. To receive this credential, the candidate must first have three years of financial planning experience and a bachelor's degree, or five years of financial planning experience. The candidate can also bypass the education requirement by holding one of the following designations: CPA, ChFC, CLU, CFA, Ph.D. in business or economics, or be an attorney (final exam must still be taken). After completing a final certification exam, the advisor must follow up with thirty hours of continued education every 2 years.


Issuing Organization:

Certified Financial Planner Board of Standards (CFP-Board)


Website:

www.cfp-board.org

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Premium Advisors Listing

Travis Sickle, CFP®, AAMS®, CRPC®, RFC®, Financial Advisor from Largo, Florida Travis Sickle, CFP®, AAMS®, CRPC®, RFC®


(813) 666-4388
511 Way St #350,
Tampa, FL   33606
Distance : 20 miles

We are independent financial advisors with LPL Financial – the largest independent
broker/dealer in the United States for 13 consecutive years*. Sickle Hunter Financial
Advisors has no “hidden agenda” or drive to sell any particular financial product. Our
firm truly puts our client’s interest first. Sickle Hunter Financial Advisor.......

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Chad Schafer has earned the right to call himself a CFP® professional by voluntarily agreeing to meet rigorous education, examination, and experience standards. He participates in ongoing professional.......