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In addition to the demanding requirements to earn and maintain the CFP ® certification, advisors have been awarded a Five-Star Quality Rating by an independent advisor rating service, The Paladin Registry. Fewer than 3% of the more than 600,000 professionals practicing as financial planners have earned the highest, five-star rating in the country.
The rating is based on a review of business practices, acceptance of a fiduciary standard when working with clients, the education and experience of advisors as well as extensive background checks.