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San Francisco CFP®

What is a Certified Financial Planner™ (CFP®)?

A Certified Financial Planner™ (CFP®) professional is accredited by the Certified Financial Planner Board of Standards as having demonstrated financial planning technical knowledge, experience, and adherence to a client-centered code of ethics.CFP logo_3

Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization that fosters professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics, and other requirements for CFP® certification.

The mission of the Certified Financial Planner Board of Standards is “to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.”

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    Your Bay Area Fee-Only Financial Advisors

    Double Bay Management & Planning
    50 California Street, Suite 1500
    San Francisco, CA 94111

    Contact Us


    Phone: 800-494-3267
    Fax: 415-276-2373
    Email: [email protected]



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