Certified Financial planner


CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


Certified Kingdom Advisor

Certified Kingdom Advisor® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be:

Able to Apply Biblical Wisdom in Counsel, by successfully completing the rigorous Certified Kingdom Advisor coursework and examination.

Technically competent, by providing evidence of an approved professional designation, such as the CFP®.

Ethical, by agreeing to espouse and practice the Kingdom Advisors Code of Ethics, by maintaining active local church involvement, and by providing pastoral and client letters of reference.

Biblical Stewards, by pledging that they practice biblical stewardship in their personal and professional lives and by giving regularly in proportion to their income.







Financial Planning Association | Prudent Wealth

Financial Planning Association

Kingdom Advisors | Prudent Wealth

Kingdom Advisors Member

Overland Sertoma Club | Prudent Wealth

Overland Sertoma Club