Working With A Certified Financial Planner™ Professional
Not all financial planners are certified. In fact, only a select group of planners have fulfilled the rigorous education and experience requirements necessary to become a CERTIFIED FINANCIAL PLANNER™ professional.
A CFP® professional always puts the client’s interests first and upholds a high level of ethics, objectivity, and professionalism. Through a Code of Ethics, CERTIFIED FINANCIAL PLANNER™ agree to offer fair and diligent financial planning advice and services. Always putting the client first, they are required to offer objective advice and services that are based on the client’s individual needs. They are also required to inform clients how they are compensated.
At GDI Planning, LLC, Steven Adamski is a CERTIFIED FINANCIAL PLANNER™ professionals, and is held to strict ethical standards. We believe it’s important for clients to trust their financial advisor and working with a CERTIFIED FINANCIAL PLANNER™ professional may provide an added sense of confidence.
