Partners & Affiliations
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Partners & Affiliations

Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP®certification trademarks which represent a high level of competency, ethics and professionalism.


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Schwab Institutional®, a division of Charles Schwab & Co, is the leading provider of custodial, brokerage and other related services to independent financial advisors.


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Dimensional Fund Advisors applies decades of theoretical and empirical research in finance to createinvestment solutions that target the dimensions of expected returns in a well diversified and cost-efficient manner.



The Financial Planning Association® is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.


 

 

* The logos and descriptive company or organization information was taken from the respective websites and is the sole property of those entities.