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CFP® Professionals

CFP-16-Landing-Page-Image.jpgThe Standard of Excellence

Bringing GTE's Members Competency, Ethics, and Professionalism

The CERTIFIED FINANCIAL PLANNER™ has completed extensive training and experience requirements and are held to rigorous ethical standards. Did you know three of our financial advisors have this certification? Not all financial planners are certified, so make sure you talk to someone who is!

The Four E's:

  • Education - A CFP® must complete a comprehensive financial planning curriculm approved by CFP Board.
  • Examination - Must pass the comprehensive CFP® Certification Exam
  • Experience - Must complete several years of experience related to delivering financial planning services
  • Ethics - held to the highest standards, as outlined by in CFP Board's Standards of Professional Conduct

You can receive a no cost no obligation financial consultation with a CFP® by calling 888-972-5257 or requesting an appointment by clicking below.

Request an Appointment

Check the background of our investment professionals on FINRA’s BrokerCheck.

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 Board's initial and ongoing certification requirements.

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives located at 711 E. Henderson Ave, Tampa, FL 33602 888-972-5257. Click to view the Cetera Investment Services Privacy Policy and other Important Information. Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.
Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
We are registered to offer securities n the following states: AL, AR, AZ, FL, GA, IL, LA, MA, MD, NC, OH, SC, TN, TX, VA, VT
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