CFP Code of Ethics
The CFP code is considered the "gold standard" in the financial services industry. This designation is of importance because it works to maintain financial planning standards that are relevant and recognized in a rapidly changing environment.
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- Comments from Clients
- I have dealt with Dave for over 2 years and he constantly exceeds my expectations without the traditional high pressure sales pitch normally
associated with Life Insurance professionals.
As a financial planner, his scope of investment and insurance product offerings is very large.~ Steve Harpur, CGA