Highland Certified Financial Planner

Individuals who want to protect and grow their wealth must be intentional about their financial decisions. At Harvest Wealth Partners, we provide a range of financial planning services to support individuals in everything from investments to retirement planning and more. Our financial planners are certified, experienced, and properly registered. To learn more about working with our Highland CERTIFIED FINANCIAL PLANNER™, reach out to our team directly today for your first appointment. 

What Is a CERTIFIED FINANCIAL PLANNER ™?

A CERTIFIED FINANCIAL PLANNER™, or CFP®, is a financial professional who provides a range of financial planning services. However, rather than just a financial planner, someone who holds the CFP® designation is someone who has satisfied education and experience requirements. To be sure, in order to become a CERTIFIED FINANCIAL PLANNER™, a person must satisfy:

• Two-part education requirement. To earn the CFP® designation, an applicant must satisfy the two-part education requirement. First, they must hold a bachelor’s degree or higher from an accredited college or university; second, they must complete coursework on financial planning through a CFP® Board Registered Program. 
• Exam requirement. Once the education requirement has been satisfied, the applicant must also pass the CFP® exam. This exam features 170 questions that are administered in two three-hour sessions. 
• Experience requirements. Once a person passes the CFP® exam and has satisfied the education requirement, they still cannot practice as a registered CERTIFIED FINANCIAL PLANNER™ until they have also satisfied the experience requirements. The CFP® designation requires 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of apprenticeship experience that meets additional requirements. 
• Ethics requirements. The ethics requirement is the final step for someone seeking to become a CFP®. The ethics requirement requires that the individual always act as a fiduciary for a client and adheres to high ethical and professional standards. 

Services Provided By a CFP®

At Harvest Wealth Partners, our financial planners provide a range of services. Our services for individuals include:

• Pension plan participant services
• Retirement planning services
• Insurance and long-term care planning services
• Private wealth strategies
• Investment services
• Estate planning services 

If you have questions about the services we provide, please reach out to us directly. We also provide financial planning services for small businesses. 

What to Expect When You Choose Harvest Wealth Partners

When you work with our financial planners at Harvest Wealth Partners, you can expect us to always put you first as a client and always act within your best interests. We’ll also provide you with honest answers to your questions and manage your accounts with transparency. We always take a personalized approach to client services, and promise that we’ll work with you to create a financial plan that aligns with your goals for your financial future. 

Call Us Today to Learn More About Working with Our Financial Planners

To learn more about our Highland CERTIFIED FINANCIAL PLANNERS™ and the services we offer, please call us directly. Your initial appointment with us is offered at no cost.