Why work with a Certified Financial Planner®?

In life, it's important to find a financial planner you trust to provide sound, unbiased advice and professional services. Today's financial conditions require a holistic approach – looking at an individual's entire financial picture, not just one aspect or another. Working with a Certified Financial Planner® professional is assurance that your financial advisor is a credentialed expert who is held to high ethical and professional standards of financial planning to those they serve.

How does working with a CFP® certified advisor benefit you? The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board's Standards of Professional Conduct, which are rigorously enforced.

Misty FarukhMisty Farukh, CFP®

Associate Vice President, Investments
Certified Financial Planner®
Financial Advisor
Wealth Management Specialist
Phone: 415-538-5715
 misty.farukh@raymondjames.com

linkedin twitter


From an early age, Misty had a strong interest in investments because she was fascinated by her father’s career as a financial advisor. Seeing firsthand the responsibilities and rewards of helping families achieve their financial goals, she knew she would someday make this her calling.

Misty graduated from the University of San Diego with a bachelor’s degree in business administration and an emphasis in finance. After interning with her father during her college years, Misty began her career at Smith Barney in 2008 and earned her financial planning specialist designation at Morgan Stanley Smith Barney the following year. She joined Raymond James in 2012, attracted by the extensive resources and culture of independence the firm offers. As a CFP® practitioner, she is required to uphold her certification through continuing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you. As a Certified Financial Planner® professional, Misty is trained to provide truly personalized services to meet your needs.

Misty grew up in the East Bay and lives in San Francisco. She spends most of her weekends exploring the Bay Area’s different communities. Misty enjoys golfing and tennis. She is a passionate traveler and has been to Thailand, India, Nepal, Egypt, Dubai, Bangladesh, Australia, France, England, Spain and Greece. She hopes to travel to South America in the near future.

Why work with a Certified Financial Planner®?

In life, it's important to find a financial planner you trust to provide sound, unbiased advice and professional services. Today's financial conditions require a holistic approach – looking at an individual's entire financial picture, not just one aspect or another. Working with a Certified Financial Planner™ professional is assurance that your financial advisor is a credentialed expert who is held to high ethical and professional standards of financial planning to those they serve.

How does working with a CFP® certified advisor benefit you? The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board's Standards of Professional Conduct, which are rigorously enforced.

 

CFP® | Certified Financial Planner⊃ |
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Raymond James is not affiliated with any organizations mentioned.