ClearView Financial Planning

My process is low key and straightforward without sales tactics or hidden agendas. I have no account minimums and my clients have the flexibility to engage me on a one-time, as-needed or ongoing basis. I enjoy working with people from all walks of life and as a CERTIFIED FINANCIAL PLANNER professional, I adhere to the highest of standards as outlin... ed in the CFP Boards Code of Ethics and Professional Responsibility . Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements. Permanent link to this article: https://www.clearviewfp.com/2013/08/17/home/ © 2013 ClearView Financial Planning. ClearView Financial Planning , LLC is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.Read More