While choosing proper investments is an important part of the work we do for clients, our collective years of experience have taught us that macroeconomic activities are frequently beyond our control. Instead, we focus our efforts on what we can control, which is the plan. With that emphasis in mind, Kevin Mann and Brian Mann have both completed the educational requirements, a comprehensive exam, and the work experience necessary to earn their CERTIFIED FINANCIAL PLANNER™ certifications. The CFP® mark is the pinnacle of accreditation in our field, and our commitment to our clients is reflected in our commitment to never stop learning and growing our expertise. You can learn more about the educational and ethical standards to which we are held here. (Opens in a new window)
In addition, you are welcome to access the CFP® Board's "Let's Make a Plan" blog which contains timely updates on a variety of financial planning matters.
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