CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.

Osaic FS is a Registered Investment Advisor and Broker Dealer.

There is no charge for our first conversation and first step in the planning process.

I’m happy to meet you any way that is best for you. I make house calls, meet at an office and use Zoom for meetings.

Yes