About CFP® Sarasota

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About CFP® Sarasota

Connecting you with financial professionals in Sarasota

CFP® Sarasota is dedicated to helping investors make informed financial decisions by connecting them with highly credentialed advisors. With so many financial professionals to choose from, it can be challenging to determine who truly has the expertise and fiduciary commitment to put your interests first. We simplify this process by ensuring that the advisors in our network meet rigorous professional standards, giving you access to financial guidance that is both trustworthy and tailored to your specific needs.

Beyond just making connections, we strive to empower investors with the knowledge and confidence needed to take control of their financial future. Working with a CFP® professional means partnering with someone who has demonstrated a deep understanding of financial planning and is held to strict ethical guidelines. Whether you’re looking for strategic investment advice, retirement planning, or a long-term financial roadmap, CFP® Sarasota helps you find the right expert to guide you every step of the way.

CFP® Sarasota does not provide, nor does it intend to provide, investment or legal advice through this website. All information contained herein is solely for informational and educational purposes. Third-party links and resources are offered for your convenience only and have not been independently verified by CFP® Sarasota. CFP® Sarasota disclaims responsibility for the accuracy or viability of the information or services provided by these third parties, and the inclusion of such links does not imply an endorsement of the content or services by CFP® Sarasota. Users are advised to exercise their own discretion.

CFP® Sarasota receives an annual or monthly fee from financial advisors and financial firms in exchange for the housing of advisor profiles, all subject to applicable terms of use. This compensation arrangement represents a material conflict of interest and provides a financial incentive to include only those advisors from whom CFP® Sarasota has received payment. CFP® Sarasota is not a client of these advisors or firms.