Certified Financial Planner™ (CFP®)

The Certified Financial Planner™ (CFP®) designation is awarded by the Certified Financial Planner Board of Standards, Inc. (CFP Board). To receive the designation, candidates must possess a Bachelor’s Degree or higher from an accredited institution, complete specific course training and pass the 10 hour CFP Board Certification Examination. After passing the examination, they must fulfill a three year full-time work experience requirement. The designation is awarded upon completion of the work experience. Certified Financial Planners™ are required to adhere to the CFP Board Code of Ethics and Professional Responsibility and to the Financial Planning Practice Standards. To maintain certification, they are required to complete continuing education courses on an on-going basis

 

D3 Team Members with the CFP® Designation

Donald Duncan

CFA®, CFP®, CPA/PFS, CSEP®, MBA

Adam Glassberg

CFP®, CIMA®

Michael Smith

AWMA®, CFP®, CRPC®, MS

Kirsten Simon

CFP®, MBA

Brett Spencer

CEPA, CFP®, MS

Michael Meyers

CFP®, MBA