Knowledge


A CFP® professional has completed extensive education and training and passed a rigorous certification exam.

Personal plans


A CFP® professional can help you create a personalized financial plan based on your specific goals, needs, and financial situation, identify potential risks and opportunities, and recommend strategies to help you achieve your financial objectives.

Objective advice


CFP® professionals are required to act as fiduciaries when providing financial advice, which means putting your interests ahead of their own.

Accountability


CFP® professionals are held to high ethical standards and must adhere to a strict code of conduct.

CERTIFIED FINANCIAL PLANNER®

Many people who work as advisors call themselves financial planners—but are they certified?

Benefits of working with a CFP® professional
Meet Your CFP® Professional

Cortney R. Giles, MBA, CFP®, EA, CRPC®, founded Archstone Wealth Advisors in 2019 to put real planning at the center of the client relationship. With more than 15 years in financial services, Cort pairs his CFP® certification with the Enrolled Agent credential, the highest credential the IRS awards, so your investments, retirement income, and taxes are planned together instead of in separate silos. As a fiduciary, his advice starts with your goals, not a product.


Want to learn more about what CFP® certification means? Visit CFP Board's LetsMakeAPlan.org.