At Rubicon
Financial Partners, only a CERTIFIED FINANCIAL PLANNER ™ professional, or CFP ® professional
will handle your financial planning.
These certifications represent a qualified level of financial knowledge
and experience.
CERTIFIED FINANCIAL PLANNER™
“The CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP®
certification marks are financial planning credentials awarded and owned by
Certified Financial Planner Board of Standards Inc. (CFP Board) to
individuals who meet education, examination, experience and ethics
requirements.”
Source: Certified Financial Planner Board of Standards,
Inc. (www.cfp.net)
ACCREDITED INVESTMENT FIDUCIARY
Since October 2002, the Accredited Investment Fiduciary® (AIF®)
designation has been the mark of commitment to a standard of investment
fiduciary excellence. Those who earn the AIF mark successfully complete
a specialized program on investment fiduciary standards of care and
subsequently passed a comprehensive examination. AIF designees
demonstrate a thorough understanding of fi360's Prudent Practices for
investment advisors and stewards.
Source: Fiduciary360, LLC (www.fi360.com)
Source: Financial Industry Regulatory
Authority, Inc. (
www.finra.org)
California Insurance License #0E14027
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