In our work with clients, it's important that we're truly experts in the fields of financial planning, investment management and beyond. That's why our founding principal and managing director Craig Robson, CFP®, CIMA®, CDFA® says the CFP designation is the most beneficial for an advisor to have as it covers a comprehensive range of consulting topics within a client’s overall financial plan design. From there, advisors can get more tactical and specialized in their focus areas for clients.

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