Submitted by Warren Gallagher, CFP® on February 9th, 2020

Certified Financial Planners (CFP) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that Certified Financial Planners are mandated to act as a fiduciary, meaning that they are required to put their client’s interests and needs ahead of his or her own.

What Is Financial Organization?

Let’s start this article by telling you what financial organization is not. This is not the same thing as financial planning. Having a financial plan is something that is essential and we fully endorse. But it shouldn’t be your first step!