As an investor, you have short- and long-term goals you would like to achieve – and it’s likely you’ll face some challenges along the way. This is where a CFP® professional can step in to help you make sense of it all with a well-designed strategy that takes into consideration your specific situation.

A Financial Advisor with this CFP® certification has gone through extensive education in analyzing and developing personal, long-term financial strategies for clients. A CFP® professional can develop a strategy tailored to your needs using a variety of products and services.

Developing a flexible investment plan | A CFP® professional can help you identify your financial priorities in light of current conditions and then make adjustments as your life and the markets change.

Assisting in estate planning | Using a team approach to coordinate estate planning strategies with you and your attorney, a CFP® professional at Wells Fargo Advisors can help you evaluate whether certain techniques are appropriate for your individual circumstances.

Qualifications of a CFP® Professional

To earn the CFP® certification from the Certified Financial Planner Board of Standards, Inc., a Financial Advisor has met rigorous education, examination, experience, and ethics requirements.