CERTIFIED FINANCIAL PLANNER™

What does this certification mean?

At The Finance Couple™, we’re often asked what it means to be a designated CERTIFIED FINANCIAL PLANNER™. This professional designation is given by the Certified Financial Planner Board of Standards. It is the recognized standard of excellence for competent and ethical personal financial planning.

To attain this designation, a person must meet rigorous professional standards and agree to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

Why choose a CFP®?

These days, many people are not only looking for a financial advisor who can help them manage their money, but also one that is a fiduciary. Tim Curran of The Finance Couple™ is a CERTIFIED FINANCIAL PLANNER™ who is ready to help you pave your way to retirement with a dedicated and personalized approach.

If you live in Charlotte, NC or in the many states listed below, and are looking for professional assistance with your finances including retirement planning, asset management, investing, or insurance, reach out to us!

When you choose to partner with The Finance Couple™, you will receive knowledgeable financial planning services with friendly and helpful faces. Based in Charlotte, NC but working with clients in North Carolina and many other states, our team is here to help you with all the financial needs of you and your loved ones, both short-term and long-term.

Choose a CERTIFIED FINANCIAL PLANNER™. Call The Finance Couple™ today to get started!