Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards's initial and ongoing certification requirements.

Securities, advisory services, and insurance products are offered through Investment Centers of America, Inc., member FINRA, SIPC, a Registered Investment Advisor, and affiliated insurance agencies.