At Summit Behavioral Wealth, we aim to help you pursue your short- and long-term financial goals via a personalized, hands-on, financial life coach approach based on our understanding of your needs and preferences, and using behavioral-finance as our guide in your decision-making.
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.
