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Category: Financial Planning Basics

How to Choose a CFP® in Sarasota

Finding the right Certified Financial Planner™ (CFP®) professional in Sarasota requires understanding what sets these advisors apart and knowing which questions to ask. While Sarasota has numerous financial professionals, CFP® practitioners meet rigorous standards that can make a meaningful difference in your financial outcomes. CFP® professionals complete extensive education in financial planning, pass a comprehensive […]

What Is a CFP®?

A Certified Financial Planner™ (CFP®) is a type of financial professional who takes a holistic approach to helping you manage and grow your wealth. While many people think of financial advisors in more or less specific terms—someone who can help pick investments or plan for retirement—a CFP® typically has a broader scope. From budgeting and […]

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.

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