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CFP® Professionals

GTE Investement Group advisorsThe 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. Click here to view Cetera Investment Services Privacy Policy, other Important Information and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

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