CERTIFIED FINANCIAL PLANNER™ professional I help families and business owners design and implement a financial plan based on their values and goals. Having a financial plan means that you have a specific strategy for each of your needs and goals. Imagine knowing that you have a strategic plan for everything that you want to accomplish; Financial Independence, College Funding, Asset Allocation, Wealth Management, Estate Planning, Charity Work and Travel, just to name a few. Having a sound financial strategy can give confidence and security. What We Do For You:
At AXA Advisors, we are an open architecture. That means we have thousands of investment tools, products, and services to use to help you achieve your goals. We are not tied to any proprietary products. Credentials and Strengths
CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania. |


