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The Power of a CFP®

The process to obtain the certification includes demonstrating key standards that are known as the “four E’s:” education, examination, experience, and ethical requirements.

A CFP® professional, like those at Tungsten Wealth Management, always puts the client’s interests first and upholds a high level of ethics, objectivity, and professionalism. Through a Code of Ethics, we agree to offer fair and diligent financial planning advice and services. Always putting the client first, we are required to offer objective advice and services that are based on the client’s individual needs. CFP® professionals must master nearly 100 integrated financial planning topics, including:

  • Investments
  • Income Tax Planning
  • Retirement Planning
  • Employee Benefits
  • Estate Planning
  • Risk Management
  • Insurance

As a CFP® professional, we serve our clients in a fiduciary capacity and are required to meet a strenuous amount of industry hours to fulfill our certifications. We put our clients’ needs and goals first and only offer them services and solutions that are appropriate to their financial situation, needs, and objectives. If you have questions about what it means to be a CFP® professional, we encourage you to reach out today.