Why 3 letters can be so important to your retirement success

Many investment professionals call themselves Financial Advisors or Financial Planners.

And there are many designations in the investment world, but only one CFP®

The CFP® certification means you are working with a Certified Financial Planner, a standard of excellence for financial planners.

CFP Professional are rigorously trained in 72 areas of financial Expertise and must accrue thousands of hours of experience prior to earning their certification.

CFP professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP certification, CFP professional have also made a commitment to put your best interests first, providing you confidence today and a secure tomorrow.

 

That’s why the three letters C F P can be so important to your retirement success.

 

Pharos Financial Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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