The importance of working with a Certified Financial Planner™ (CFP®)
Candace Cuniberti earned her CFP® designation in 2013. The CFP® credential is a highly recognized standard of excellence for financial planning professionals. In order to achieve the CFP® certification, financial planning professionals must meet extensive experience and ethics requirements. Furthermore, candidates must pass the CFP® Certification Examination and complete a rigorous, multi-year course of study that encompasses a range of wealth management and planning topics, including the financial planning process, risk management, investments, tax planning and management, retirement and employment benefits, and estate planning.
Candace’s accomplishment reflects her dedication to providing clients with up-to-date, comprehensive, and objective planning and wealth management guidance in the constantly evolving financial management landscape. The CFP® certification is recognized as the highest standard in personal financial planning. By achieving this professional credential, Candace joins the elite group of fewer than 20% of practicing financial advisors in the industry who can claim the CFP® Certification.