Certified Financial Planner™ Professional
Currentwww.CanopyFG.com/My team takes a holistic approach to help ensure our clients finances are working efficiently towards their goals and planning strategies. We do this by taking an unbiased approach with a clear focus of putting the client first.CFP® and CERTIFIED FINANCIAL PLANNER™ professional 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.CA License # 0M79573